Kevin Lozer
10 Podcast Episodes
Holistiplan: A Conversation with Kevin Lozer
Holistiplan: A Conversation with Kevin Lozer
Holistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for l... Read more
29 Aug 2022
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43mins
Proactive Financial Planning and Tax Advice with Kevin Lozer
Proactive Financial Planning and Tax Advice with Kevin Lozer
Kevin Lozer is the co-founder of Holistiplan, a tax planning software solution that helps financial advisors provide rob... Read more
14 Sep 2021
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58mins
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Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®
Ep 32: Software to Improve Tax Planning for Advisors with Kevin Lozer, CFP®
Today we welcome Kevin Lozer, CFP®, co-founder of Holisitiplan tax software. We love what his team is doing because of h... Read more
6 Aug 2021
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28mins
Holistiplan with Kevin Lozer | E185
Holistiplan with Kevin Lozer | E185
Host Jason Pereira talks to Kevin Lozer - Co-Founder of Holistiplan; it is a financial planning software that focuses sp... Read more
3 Aug 2021
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29mins
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CFFP# 21 - Adding Value Through Software and Automation—The Holistiplan Story ft. Kevin Lozer
CFFP# 21 - Adding Value Through Software and Automation—The Holistiplan Story ft. Kevin Lozer
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next genera... Read more
30 Jun 2021
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37mins
Episode 3 – Tax-Based Financial Planning –– With Holistiplan’s Kevin Lozer
Episode 3 – Tax-Based Financial Planning –– With Holistiplan’s Kevin Lozer
HolistiPlan’s planning software is an advisor-oriented tool that integrates a client’s tax return into their financial p... Read more
21 May 2021
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33mins
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan
The post Ep. 96: Converting Tax Returns Into Actionable Insights for Advisors with Kevin Lozer, Holistiplan appeared fir... Read more
27 Apr 2021
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#303 – Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors
#303 – Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors
In episode 303, we welcome our guest, Kevin Lozer, co-founder of Holistiplan, a tax planning software for financial advi... Read more
19 Apr 2021
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46mins
EP155 How To Add Year-Round Tax Alpha with Kevin Lozer
EP155 How To Add Year-Round Tax Alpha with Kevin Lozer
Real advisors add Tax Alpha! Kevin Lozer's company Holistiplan is committed to helping the advisor community deliver bet... Read more
18 Feb 2021
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19mins
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
This week, Jamie Hopkins talks with Kevin Lozer, co-founder of Holistiplan, about making the leap into finance, how Holi... Read more
27 Aug 2020
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58mins
