#80: Avoiding Liability

Season #1

Join Josh and Garrett as they start off discussing what coaching means and what future regulations may look like, then continue to talking about liability in multiple areas.

Top takeaways:

  1. It’s far easier than most of us would expect to accidentally step into law advice.
  2. Remember how complicated the tax code is, and be VERY cautious when giving tax advice.
  3. It’s important to be aware of where the liability could be, and be ready to partner with other professionals to work with your clients.
  4. Some states prohibit any amount of insurance advice without a license.
  5. You have to pay attention to both the laws of your state AND the laws of your client’s state.

Other related episodes:

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