show episodes
 
The Small Business Tax Savings Podcast is designed specifically for small business owners. We focus on tax savings and ways to have a financially sound back bone to your small business. Our goal is to have you paying the least amount in taxes as legally possible.Hosted by by Mike Jesowshek, CPA, this is a quick hitting podcast aimed to get you important information without all the fluff. You can find episodes, blog posts, our Tax Minimization Program and more on our website: www.TaxSavingsPo ...
 
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ChooseFI

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ChooseFI

The Unstuck Network

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How would your life change if you reached Financial Independence and got to the point where working is optional? What actions can you take today to make that not just possible but probable. Jonathan & Brad explore the tactics that the FI community uses to reclaim decades of their lives. They discuss reducing expenses, crushing debt, tax optimization, building passive income streams through online businesses and real estate and how to travel the world for free. Every episode is packed with ac ...
 
Welcome to the Financial Detox® Show—a show that’s dedicated to helping you retire with confidence. Your host, Jason Labrum is a Certified Financial Planner and Founder of Intelligence Driven Advisers. For over 20 years, he’s shown people how to steer clear of toxic advice, achieve financial peace of mind, and manage their wealth for maximum impact—and now, he wants to empower YOU to do the same! Join Jason and his co-host Alex Klingensmith every other week, as they simplify the complex, sha ...
 
The Atomic Retirement is a retirement podcast brought to you by financial planner Ryan Kilkenny, the founder of Atomic Planning and a U.S. Marine Corps veteran 🇺🇸. Ryan is on a mission to educate and empower families to confidently navigate all things money, tax, and retirement. Join him each week as he covers topics on the minds of people in and near retirement. Ryan talks about: retirement planning, retirement income, Roth conversions, tax planning, investing, stocks and bonds, 401(k)s, Ro ...
 
Bradford Financial Center, a national wealth management company, delivers a financial advisor's simple approach to making small changes that can result in big results for your financial future. From budgeting, tax planning, and saving for retirement to college planning, smarter insurance solutions, and building wealth, the practical advice is easy to apply for investors at any level. All episodes include a "Five in Five" segment where we break down quick-hit financial trends for their listeners.
 
A podcast about the legal, taxation and lending aspects of structuring - how you own assets, how those assets are funded and the transactions associated with this. Your host, Terry Waugh, aka Terryw, is a solicitor, Chartered Tax Adviser, mortgage broker and former financial planner. Terry runs a law firm and a mortgage broking company. www.structuring.com.au
 
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The Standard Deduction

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The Standard Deduction

Candace Varner, Ben Hake, Peter Mallouk

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The Standard Deduction podcast is hosted by Creative Planning President Peter Mallouk along with Tax Directors, Candace Varner and Ben Hake. This podcast is a thoughtful, informed discussion about ideas, trends and developments in taxes related to personal wealth management. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to fin ...
 
Welcome to Meet the Expert with Elliot Kallen®, a podcast where experts discuss advanced financial matters in an approachable way. No matter your stage of life, you’ll learn the tools and strategies to create financial freedom, and develop a well-rounded perspective on how to build a better financial future. https://prosperityfinancialgroup.com/
 
Simply Financial with Christopher Calandra is an innovative, comprehensive, informative and cutting edge Podcast that discusses financial topics ranging from personal finance, economics, politics and personal growth. Simply Financial covers intriguing and thought provoking questions so that the listener can simply increase their financial IQ.
 
As a Financial Professional we offer the following services…. * Estate Planning * Debt & Tax Relief * Home, Car, Pet and Umbrella * College Savings Fund * Will Prep * Keyman Executive Plan * Long Term Care * Personal Pension Plan * Tax Free Retirement Account * Legacy Planning 📆. Book time on my calendar to discuss further at calendly.com/smithconsultings Contact 📞☎️📱📧👩‍💻 info@smithconsultings.com 732-820-9710 👩‍🏫📖 Go grab a copy of Life Insurance with Living Benefits 101 & Estate Planning G ...
 
Henssler Money Talks is your trusted resource for your money, your future, your life. We discuss current market conditions and financial planning encompassing spending, saving, taxes, investments, insurance, retirement, estate plans, and more. We are here to answer your financial questions—email drgene@henssler.com or call 1-855-429-9166. Money Talks also airs Saturdays on 920 AM WGKA in Atlanta. Money Talks is Atlanta's longest running, most respected money show on radio.
 
Ready For Retirement is the podcast dedicating to helping you learn the tips and strategies that will help you achieve your retirement goals. Check Out More Resources Below! Website YouTube Instagram Podcast Facebook More Videos We Think You'll Like! How Would You Feel If You Knew You Could Retire Today? What Makes Our Approach Different?
 
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Your Active Wealth

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Your Active Wealth

BNY Mellon Wealth Management

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Is your wealth strategy supporting your long-term goals? Welcome to Your Active Wealth with BNY Mellon Wealth Management: A podcast with the experts who lead our firm – and our industry – bringing you thematic and timely conversations on how to grow, manage and protect your wealth, and insights on how to confidently navigate the unpredictable and unexpected.
 
Welcome to Ditch the Suits, where reformed planners get real about the stuff no one in the financial world wants you to know about. If you are interested in learning from successful business owners on how you can better manage your family’s wealth while protecting it from financial exploitation, then stick around and join co-hosts Steve Campbell and Travis Maus for this unapologetic and thought-provoking no-holds-barred banter.
 
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Secure Your Retirement

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Secure Your Retirement

Radon Stancil, CFP® & Murs Tariq, CFP®

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Retirement is the plan. You worked hard to get where you are, now have a retirement that works hard for you. If you want to achieve… confidence, peace of mind, control of your future, a rock-solid income plan, financial freedom, and unrestricted options in retirement this show is the right one for you! Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you a ...
 
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PROFIT With A Plan

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PROFIT With A Plan

Marcia Riner - Business Growth Strategist

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Marcia & her guests share business growth ideas so that you can create strategies that increase your profits, drives your growth, and plan for your future exit. Because a business work selling is also a business worth owning™️ Our informative topics cover areas around management, leadership, team building, marketing, sales, & pre-exit planning. Join us each Tuesday for a half-hour conversation that is sure to give you a couple of ideas that you can add to your business right now. You can als ...
 
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Main Street Business

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Main Street Business

Mark J Kohler and Mat Sorensen

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Mark J. Kohler and Mat Sorensen, Tax Attorneys, Investors, and Entrepreneurs host the Main Street Business Podcast (Formerly the Refresh Your Wealth Show). The show covers, tax strategies, rental real estate, self-directed IRAs, legal strategies, business topics, and asset protection. They break down difficult topics such as LLCs, corporations, estate planning, raising capital, and retirement planning. They have a knack for explaining important and complex topics in an engaging and entertain ...
 
The show is called Money Talk. It covers just about everything that affects wealth and financial well-being. Hosted by Dianne Duva, CFP & Neil Krisel, CFA. Dianne Duva, is a Certified Financial Planner and founding Partner of Arlington Financial Advisors, a leading wealth management firm in Santa Barbara. She is a graduate of George Washington University, a Katherine Harvey Fellow and a board member of numerous not for profits. Neil Kreisel, CFA is from New York where he worked in finance fo ...
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
Inspired Wealth is a podcast to do just that... Inspire Wealth in as many people as possible. We will be talking about all things Financial Planning, or as we call it, Financial Life Planning. Financial Life Planning is about living each day to its fullest while also planning for the important things of tomorrow. Inspired Wealth is hosted by Alan Rhode, CFP®, RLP®, the Founder and CEO of Modern Wealth. Modern Wealth is an independent and fee-only Registered Investment Advisory firm located i ...
 
Each episode of Practical Tax Talk™ features a discussion about a tax topic with tips and resources to help you manage your tax situation. We invite people like you, organizations, and a range of tax experts and practitioners to share stories and experiences connected with the topic to help you understand and plan for tax consequences triggered by life and financial events.
 
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights. Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth. We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, an ...
 
The Retirement Tax Podcast is your place to learn how to sand the rough edges off your 6 or 7 figure income tax bill the IRS expects you to pay over the course of your retirement. Hosts Benjamin Brandt, CFPⓇ , and Steven Jarvis, CPA bring you tax topics you can take action on. Leveraging their combined decades of experience in the financial planning and accounting worlds they share their insights and answer your questions.
 
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
 
Retirement and income planning in a fast paced format. Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. Visit silverleaffinancial.com for more information.
 
Scott Phillips, Steven Cox, and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, ...
 
The word 'Yadnya' means a holy fire where oblations and offerings are given while chanting hymns contributing to the moral and spiritual upliftment of the society.True to our name, we are offering our time, money and knowledge to the holy fire of financial literacy in India.Our Mission is to educate and simplify concepts of personal finance for every Indian!We are amalgamating technology with our financial planning expertise to help you meet your financial goals.
 
A podcast for advisors to business owners who want to help their clients plan for a successful future, both inside and outside the business. We discuss topics including succession planning, exit planning, ESOPs, business continuity planning, building transferable value, family transfers, third-party transfers, buy-sell agreements, the due diligence process, estate planning, valuation process, tax minimization, building a stronger next-level management team, and much more.
 
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Renovating Retirement With Charlie Jewett

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Renovating Retirement With Charlie Jewett

Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, In

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Charlie Jewett, the Financial Services Whistle-Blower, confronts the Retirement Planning industry and reveals all of the tricks, lies and scams the Stock Brokers, Insurance Agents and Financial Advisors use to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial and retirement decisions and live the retirement of your dreams. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
 
Gerald, Chad, and Grant Simon bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce ...
 
Garry Thurman and Tyde McIntosh bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and redu ...
 
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show series
 
On today’s episode; Steve sits down with Roger Knecht, President of Uinversal Acccounting Center to discuss the ways in which both firms’ disctinction bewteen tax planning and tax preparation helps their clients stay ahead of the game with proven strategies for your business! Episode Transcript Intro: You’re listening to the Practical Tax podcast w…
 
IRS Tax Tip https://www.irs.gov/newsroom/taxpayer... http://accountinginstruction.com/ After a natural disaster, personal financial, insurance, medical and other records can be vital to starting the recovery process. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app…
 
In this new series, we will be discussing ways to source income in retirement. Part 1 focuses on addressing ways you can reduce your IRS IOUs. We will discuss your balance sheets and help you understand taxes are a liability that you must manage! If you don't plan, there is the real danger of continuing to kick the tax can down the road blindly. (n…
 
Explanation of tax loss harvesting and tax gain harvesting, as well as an introduction to "wash sales" Links in this episode: YouTube video - What is Tax Loss Harvesting? YouTube video - What is Tax Gain Harvesting? YouTube video - What is Tax Loss and Tax Gain Harvesting? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning D…
 
For David, the problem is that the U.S. has promised its people way more than it can afford to pay. The debt clock says $30 trillion, which is a mind-boggling figure. According to other experts, however, the real number is actually higher than that. It is close to the $125 trillion mark. Citing Dr. Larry Kotlikoff from Boston University, David reve…
 
Marcia talks with CPA and tax credit expert, Yuko Tsuchida about how business owners can obtain a variety of tax credits and incentives to grow their business. She explains how to credits and incentives work. Yuko also explains how important it is to have someone who focuses on these types of tax programs on your side. She says tax planning should …
 
Did you know that you can legally and ethically avoid paying unnecessary taxes by working with the tax code? With tax planning, you can avoid tax risk. Tax preparation is about being reactive while tax planning is about being proactive all year round every single year. Tax planning years in advance when done correctly, can massively change how much…
 
Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts.Secure Act 2.0 has passed the House easily and now the Senate will debate. How will this change retirement planning? We discuss on this week's show. We love a good quote about retirement! We will throw a few at you today. If yo…
 
On this episode Mike Jesowshek, CPA does a full business retirement plan Q&A with Matt Ruttenberg from Life Inc Retirement Services. Get in contact with Matt Ruttenberg or find previous episodes here: https://www.taxsavingspodcast.com/blog/business-retirement-plan-q-a-session Join Our Tax Minimization Program: https://www.taxsavingspodcast.com/tax …
 
Today we are talking about proactive tax planning and how it may be able to rescue your retirement and defuse a retirement tax bomb. I hope you enjoy this episode of The Atomic Retirement! Resources Mentioned How Proactive Tax Planning Can Rescue Your Retirement 2022 Tax Rates, Schedules, and Contributions Limits IRS Publication 590-B Distributions…
 
There are so many opportunities when it comes to tax planning and small businesses. However, many of these opportunities are overlooked because the right eyes aren’t on the paperwork. Our guest today is a fellow CPA who specializes in helping small businesses build a solid financial foundation. Marcus Mire is the Founder of MireGroup CPAs and in th…
 
Sean Mullaney of FI Tax Guy talks about tax planning for inherited IRAs. This is part 2 of 2. Episode 1885: [Part 2] Tax Planning For Inherited IRAs by Sean Mullaney of FI Tax Guy Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, hourly, and advice-onl…
 
Andrew James of Establishing The Self shares his thoughts on the new currency. Episode 1907: The New Currency by Andrew James of Establishing The Self on The Importance of Time Over Money Establishing the Self is a frequently updated collection of philosophically themed short essays aimed at interpreting the Human Condition as well as encouraging s…
 
Fritz Gilbert shares 5 steps for spending in retirement. This is part 2 of 2. Episode 1906: [Part 2] 5 Steps To Learn To Spend In Retirement by Fritz Gilbert of The Retirement Manifesto Fritz Gilbert retired at age 55 after a 33-year career in the global aluminum industry. His award-winning blog, The Retirement Manifesto, is focused on helping peop…
 
This week on Make It Last, the show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life: the Go-Go Years, the Slow-Go years, and the No-Go years. Finall…
 
In observance of Memorial Day, we are not in the studio this week. We take a look back at two excellent case studies--one featuring Jarrett McKenzie, CFP® , discussing why it may be better to carry a mortgage than pay cash for your house, and one featuring D.J. Barker, CWS® , discussing lending money to your adult children. We'll be back next week …
 
Market indexes recently saw their longest successive weekly losing streak since 2001 and investors may be understandably nervous, but are there any reasonable alternatives to risking losses and money in the markets? Tune in this week as John Kuykendall discusses fixed rate products, bonds, I-Bonds, Treasuries, structured notes, inflation protection…
 
Fritz Gilbert shares 5 steps for spending in retirement. This is part 1 of 2. Episode 1905: [Part 1] 5 Steps To Learn To Spend In Retirement by Fritz Gilbert of The Retirement Manifesto Fritz Gilbert retired at age 55 after a 33-year career in the global aluminum industry. His award-winning blog, The Retirement Manifesto, is focused on helping peop…
 
Join Mark and Mat for Part 1 of a 3-part series on Estate Planning. Fun, interesting and always informative. Related Article: https://markjkohler.com/do-i-need-a-living-trust-what-you-need-to-know/ Get your estate plan done with our Annual Special here: https://kkoslawyers.com/estate-planning-special-2021/ For more info get over to www.mainstreetbu…
 
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid. …
 
On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. People have been leaving their jobs in record numbers. What can you do with that old 401K? We break the options down. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid. …
 
Running out of money is every retirees worst nightmare. This week Kevin Brucher outlines some strategies to help make sure you avoid that fate. Don’t let a roller coaster market and rising inflation ruin your retirement. To learn more call 800-975-6717. Visit SilverLeafFinancial.com See omnystudio.com/listener for privacy information.…
 
Sam of Financial Samurai shares why the percentage of people with no wealth outside their home is sad. Episode 1904: The Percentage Of People With No Wealth Outside Their Home Is Sad by Sam of Financial Samurai on Build A Nest Egg Sam Dogen's net worth took a beating in 2009 as the world was falling apart. He thought it would be a good idea to star…
 
https://www.irs.gov/newsroom/irs-rele... http://accountinginstruction.com/ The Internal Revenue Service today issued the Data Book detailing the agency's activities during fiscal year 2021 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
 
Chris Reining talks about why you must do what you hate in order to do what you love Episode 1903: Do What You Hate to Do What You Love by Chris Reining on Finding The Happy Medium With Your Finances Chris Reining is a thirty-something guy who provides resources to help manage your money and career to become financially free. His own path to financ…
 
Actions retirees and near-retirees should (and shouldn't) consider doing as a result of bad financial markets and high inflation YouTube video - What is the 4% Rule? YouTube video - How much money do I need to retire? Facebook group - Taxes in Retirement YouTube channel - Retirement Planning Demystified Newsletter - Retirement Planning Insights…
 
On this episode Mike Jesowshek, CPA talks the two main types of tax, ordinary income tax and capital gain tax. 1) What Is Ordinary Income Tax? 2) What Is A Capital Gain or Loss? 3) What Are Capital Gain Tax Rates? 4) How Are Capital Losses Treated? 5) What Other Taxes Are There? LINKS FROM THE SHOW Show Blog: https://www.taxsavingspodcast.com/blog/…
 
Mike Ballew of Egg Stack issues a retirement checklist Episode 1902: Your Retirement Checklist by Mike Ballew of Egg Stack on Retiring Being A Bit Like Traveling To Mars Mike Ballew is a 56-year-old engineer turned blogger who reached a point in life where he sees things more clearly than ever before. He faced financial challenges and overcame them…
 
Today’s podcast explains why it might be a massive mistake to invest in municipal bonds. The reason why this is such an important topic is our unusual fixation with municipal bonds when trying to set up a tax-free retirement. Interest from municipal bonds counts as provisional income. That means that it counts against the thresholds that cause Soci…
 
Marcia talks with communications expert, Jacqueline Hawk about how to get better results when asking for what you want. Whether it's more money, a request, a new client, or even in our personal lives, communicating your request with confidence is the way to get the yes you desire. Jacqueline has gone from corporate to consultant and is helping top …
 
Rate & review the Simply Financial Podcast on ITunes With Special Guest, Lindy Brock, Associate Advisor Elliott Wealth Management Services Toxic Money Beliefs: Money is inherently evil or bad The rich are evil & corrupt Money is scarce Spending money is a moral failing (wasteful)By Christopher Calandra, Lindy Brock
 
Managing Associate D.J. Barker, CWS®, and Associate Logan Daniel, CFP®, CRPC®, join Chief Investment Officer Troy Harmon, CFA, CVA, to look at a listener’s “do-it-yourself” portfolio and plan, discussing how we prefer to allocate a portfolio’s investments using the Henssler Ten Year Rule. Read the Article: https://www.henssler.com/trust-your-portfo…
 
In this episode of Ready for Retirement, James discusses how withdrawal rates should change if you don't have any legacy goals. Questions Answered: How can you plan most effectively for your legacy goals (or lack thereof)? What should you consider in terms of withdrawing funds and your goals? How can you ensure you reach your retirement goals? We’r…
 
ESI of ESI Money talks about financial locker room talk he recently heard Episode 1901: Financial Locker Room Talk by ESI Money on Being Able To Pick The Right Financial Advisor For You ESI Money is written by "ESI", a 50-something retiree. The site is basically a list of what's allowed him to become financially independent and how you can implemen…
 
https://www.irs.gov/newsroom/irs-revi... http://accountinginstruction.com/ The IRS today issued a revised set of frequently asked questions for the 2021 Child Tax Credit. These frequently asked questions (FAQs) are released to the public in Fact Sheet 2022-29PDF, May 20, 2022. --- This episode is sponsored by · Anchor: The easiest way to make a pod…
 
Today I'm joined by Nick Maggiulli. Nick is the Chief Operating Officer and Data Scientist at Ritholtz Wealth Management in New York City. He has an economics degree from Stanford University and he writes a weekly blog called Of Dollars And Data, where he focuses on the intersection of data and personal finance. Nick is also the author of a new boo…
 
Our topic on this episode of the Early Retirement podcast is about the five things I wish I knew about money when I was younger. NEW: I'm on YouTube! Check out the YouTube page here for more content like this. Planning Points Discussed Retirement Planning Roth Conversions Purchasing Power Other issues (Roth IRAs, Inflation, Financial Goals, etc.) I…
 
Clear communication around the topic of tax refunds and payments with clients is essential whether you’re the one doing the tax preparation or you’re an advisor doing tax return reviews. So, how do you gauge how much information your client is truly understanding during your meetings? And how can you be certain that they are comfortable with the am…
 
Julien Saunders of Rich and Regular shares 4 lessons learned from his second rental property Episode 1900: 4 Lessons Learned From Our 2nd Rental Property by Julien Saunders of Rich and Regular Julien and Kiersten started rich & REGULAR in 2017 after their stint in real estate investing led them to discover the F.I.R.E movement. At that point, they'…
 
Why would cash be able to beat other types of investments? When dealing with a volatile market like we’re currently experiencing, cash can become an important asset class. Going to cash means selling investments and putting the money on temporary hold as you evaluate the markets. It’s basically a movement to a safety method as you evaluate the mark…
 
In this week's episode, Brad and Jonathan dissect the idea of earning power being used as a weapon to combat inflation, and strategies you can implement to level up your income! One of the best ways to reduce the impact inflation has on your life is to out-earn the inflation rate. While that solution can easily fall under the umbrella phrase of, "e…
 
Dr. Jeff Anzalone of Physician on Fire talks about how to develop 7 different streams of income. This is part 2 of 2. Episode 1899: [Part 2] 7 Streams of Income: The Millionaire’s Secret by Dr. Jeff Anzalone with Physician On Fire Leif is a former anesthesiologist, a family man, and a supposed outdoors enthusiast who spends way too much time indoor…
 
This week on Make It Last, Victor & Mark will talk to you about the client experience at Medina Law Group and Palante Wealth Advisors. They’ll also be talking about how the four pillars of retirement will lead you to success. Specifically, how income planning works and why it’s so important for your retirement plan. Finally, they’ll wrap things up …
 
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