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On this episode, Joe Pantozzi and Curtis May bring to you the six quietly powerful rules that wealthy families use to protect, grow, and pass on their assets for generations. You’ll hear the hard truths about how financial institutions design products in their own favor, and how you can flip the script to take control.
Discover why long-term thinking trumps quick wins, and how simple shifts in mindset and discipline can mean the difference between fleeting wealth and lasting legacy.
Tune in to get practical tools and real-world wisdom for creating financial security that stands the test of time.
Show Highlights
https://www.linkedin.com/in/joe-pantozzi-941a073/
AlphaOmegaWealth.com
By Joe Pantozzi & Jason K PowersOn this episode, Joe Pantozzi and Curtis May bring to you the six quietly powerful rules that wealthy families use to protect, grow, and pass on their assets for generations. You’ll hear the hard truths about how financial institutions design products in their own favor, and how you can flip the script to take control.
Discover why long-term thinking trumps quick wins, and how simple shifts in mindset and discipline can mean the difference between fleeting wealth and lasting legacy.
Tune in to get practical tools and real-world wisdom for creating financial security that stands the test of time.
Show Highlights
https://www.linkedin.com/in/joe-pantozzi-941a073/
AlphaOmegaWealth.com