We’re thrilled to introduce the PFS Podcast—a new way for us to share valuable insights and strategies with our clients and listeners. At Paller Financial Services, we combine our experience as both a Registered Investment Advisory (RIA) and a CPA firm to help individuals, families, and businesses navigate complex financial and tax challenges. In each episode, we’ll explore recent developments across the financial landscape, from optimizing tax strategies and minimizing liabilities to understanding market trends and building strong portfolios.
Our goal is to share insights that broaden listeners knowledge base to make more informed financial decisions, whether it’s avoiding common pitfalls in retirement planning, capitalizing on opportunities within the tax code, or maximizing investment returns. By sharing what we learn from the industry’s top experts and applying the knowledge we use with clients every day, we aim to improve your financial literacy. Subscribe to the PFS Podcast and join us for a deeper look at the strategies, tools, and resources we use to create lasting financial security.
