35 min listen
Mistakes to Avoid in Managing Assets for Estates - 35
Mistakes to Avoid in Managing Assets for Estates - 35
ratings:
Length:
38 minutes
Released:
Jun 4, 2016
Format:
Podcast episode
Description
Aired: 6/4/2016 10 AM:: Joe and Al invite Nicole Newman, Attorney at Law on the show to discuss the most important estate planning issues boomers need to address. Later in the hour, they dive into Social Security, investments and taxes. Does your Social Security strategy line up with your retirement plan? Find out.
Released:
Jun 4, 2016
Format:
Podcast episode
Titles in the series (100)
80% of Participants Failed This Financial Literacy Test - 1: Welcome to the Your Money, Your Wealth® podcast: retirement planning, investing, and tax reduction made fun. Hosts Joe Anderson, CFP®, and Alan "Big Al" Clopine, CPA of Pure Financial Advisors have been providing financial education on the Your... by Your Money, Your Wealth