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Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
6 NOV 2021 · We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement.
Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.
12 AGO 2021 · Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book
"Protecting Your Assets From Longterm Care" Call 417-408-8100
5 NOV 2020 · Eric Lansford joins us from Sound financial Investments. Eric talks about how family and values effect the way you plan for long term care. Building strategies that best suits your family and situation. Learn how feeding your financial health is like a Hive. to get a free copy of Eric's book "Don't go broke in a nursing home." call 800-267-4969
28 SET 2020 · Mitch McAbee joins us from Dominion Capital Management out of Oklahoma City. When it comes to long term care planning everything starts with a conversation so your advisor can learn about you and your situation to help you create the the plan the best suits your needs. For a Free copy of Mitch's book Call 405-400-9256
24 AGO 2020 · Greg DuPont Joins us, he is an Attorney and Author and a Health and Wealth Advocate. Being an attorney and a long term care and wealth management planner gives Greg a perspective that not every planner gets to deal with. from how to avoid probate to durable powers of attorney and how to create tax free money for long term care. To get a Free Copy of Greg's Book "Protecting your future with tax free long term care" call 614-356-8732
23 AGO 2020 · Micheal Greer President of Greer Financial Group in Richmond Virginia joins us to talk about how long term care planning has changed, To get a free copy of Micheals Book "Tax Free Money for Long Term Care" call 804-427-7784
13 AGO 2020 · J. Barry Watts President of Savingyoutaxes.com joins us as we talk about the past present and future of planning for long term care. The bottom line is taxes will keep going up but there are ways to save money on them but it takes some planning. We also talk about how leaving a legacy for your family can come in many ways from money to memories. to get a free copy of J. Barry Watts book "Don't go Broke in a nursing home" call 417-429-2124
7 AGO 2020 · Brian Parker of Advanced Financial Concepts in South East Louisiana joins us as we talk about how longterm care planning has changed. Brian has some great tips on how to convert your life insurance policies or existing annuities into tax free money for long term care. We also talk about what makes Louisiana a unique place to live.
3 AGO 2020 · The Wrezinski Advisory Group joins us with over 70 years worth of experience in financial planning. We talk about educating clients and potential clients, we also learn what asset based long term care really means. We dig into how the interstate system has changed our decisions on how we plan for long term care and so much more.
Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.
Informazioni
| Autore | The Podcast Pro Shop |
| Organizzazione | The Podcast Pro Shop |
| Categorie | Investimenti |
| Sito | - |
| - |
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