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Why Most Financial Advice Is Built on Incomplete Data | Kevin Knull with Dan Pascone | Ep #57
Most high earners are getting advice built on incomplete information, accounts, income, and equity comp scattered across institutions and advisors. Dan Pascone and Kevin Knull explain why this is fundamentally a data problem, how IRS-sourced records can reveal a fuller picture, and why tax planning is the most consistent “wealth alpha” many high earners underuse. The takeaway: better data enables better decisions, earlier, and prevents expensive surprises later.
Tailored Wealth · May 2026
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