Trayecto with Russell Kroeger | E392
Compensation planning done right.
In this episode of FinTech Impact, host Jason Pereira interviews Russell Kroeger, CEO and founder of Trayecto. Trayecto is an online platform designed to assist advisors by providing in-depth tax information for clients with complex compensation models, such as equity compensation and self-employment. Russell shares the origins of Trayecto, the challenges faced by their target clients, and how Trayecto's innovative tools offer more precise tax projections and seamless financial planning. Discover how Trayecto integrates with financial planning and tax preparation tools, and Russell’s vision for the future of the company. Stay tuned for insights into the evolution of the financial planning profession and the energizing journey of building a pioneering FinTech solution.
Episode Highlights:
00:00 Introduction to FinTech Impact
00:28 Meet Russell Kroeger and Trayecto
00:56 The Origin of Trayecto
03:30 Challenges Faced by Clients
07:50 Digital Solutions for Complex Tax Issues
13:50 Future Plans for Trayecto
17:48 Final Thoughts and Reflections
Resources:
Facebook – Jason Pereira's Facebook
LinkedIn – Jason Pereira's LinkedIn
Woodgate.com – Sponsor
LinkedIn - Russell Kroeger’s LinkedIn