On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Wednesday Oct 09, 2024
Wednesday Oct 09, 2024
Join us as we look at a new way to incorporate inheritance into an income plan. We had the opportunity to help a family exit their business earlier than they thought possible, still get the income they need, and grow the legacy they were given for the next generation.