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This week George is proud to introduce us to the newest member of the family, Baby Archie Politarhos. As George celebrates becoming a grandparent for the first time, he shares insights into the adjustments he's making to his Legacy plan. Join him as he delves into the intricacies of financial planning, highlighting areas where he draws the line on family involvement. Explore the love/hate dynamics of Required Minimum Distributions (RMDs) and learn why it's crucial to strike a balance.
Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here.
Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook, Instagram, LinkedIn and YouTube.
See omnystudio.com/listener for privacy information.
By George PolitarhosThis week George is proud to introduce us to the newest member of the family, Baby Archie Politarhos. As George celebrates becoming a grandparent for the first time, he shares insights into the adjustments he's making to his Legacy plan. Join him as he delves into the intricacies of financial planning, highlighting areas where he draws the line on family involvement. Explore the love/hate dynamics of Required Minimum Distributions (RMDs) and learn why it's crucial to strike a balance.
Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here.
Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook, Instagram, LinkedIn and YouTube.
See omnystudio.com/listener for privacy information.