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Case Study: Alvin & Alyssa Accumulator
Manage episode 374601087 series 2939409
İçerik Brownlee Wealth Management tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Brownlee Wealth Management veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what considerations, opportunities, and mistakes they need to be aware of to optimize their financial plan (tax, investment, estate planning, income planning, and risk management).
For more information and show notes, visit: https://bwmplanning.com/episode57
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
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