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Financial Mentors & Estate Planning Strategies (10/28/2023)
Manage episode 381358484 series 3083349
İçerik Alec Kelso and The Real Money Pros tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Alec Kelso and The Real Money Pros 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.
We have successes and failures throughout the course of life, as is the same with our personal financial management. Brian highlights why we should all try to find a mentor to learn from when it comes to investing, especially for those that may have not have had that sort of education through their upbringing. What types of people to work with and which types of people to not work with. Do everything you can to build that well-thought-out investment strategy! In the last hour, Brian talks about estate planning and other legal considerations. The difference between wills and trusts and in what situations they are best. Get ready for two hours of Brian Wiley, and only Brian...
The Real Money Pros
https://www.therealmoneypros.com
Host:
Brian Wiley, Financial Advisor
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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