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Economic Strategist, Yaron Kimelman, shares his journey into the world of trusts, and how they are a one-of-a-kind tool for wealth accumulation and preservation.
In this episode Yaron discusses:
1) How his nose for business and money started by selling Twinkies in middle school
2) Why trusts aren't as commonly spoken about compared to 401k's and IRA's
3) FAQ's he addresses in most of his preliminary conversations with clients
Contact Yaron:
linkedin.com/in/yaronkimelman
+1 (508) 410-3831
Follow Dream Chasers on:
Spotify: open.spotify.com/show/0fqzz3iJS2uARrz4N6dlmN?si=EQrwkWIUSoSsqmKzRRXx8g
Apple Podcasts: itunes.apple.com/us/podcast/dream-chasers/id1441685534?mt=2&uo=4
And Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy83YTliY2IwL3BvZGNhc3QvcnNz
By Adam CarswellEconomic Strategist, Yaron Kimelman, shares his journey into the world of trusts, and how they are a one-of-a-kind tool for wealth accumulation and preservation.
In this episode Yaron discusses:
1) How his nose for business and money started by selling Twinkies in middle school
2) Why trusts aren't as commonly spoken about compared to 401k's and IRA's
3) FAQ's he addresses in most of his preliminary conversations with clients
Contact Yaron:
linkedin.com/in/yaronkimelman
+1 (508) 410-3831
Follow Dream Chasers on:
Spotify: open.spotify.com/show/0fqzz3iJS2uARrz4N6dlmN?si=EQrwkWIUSoSsqmKzRRXx8g
Apple Podcasts: itunes.apple.com/us/podcast/dream-chasers/id1441685534?mt=2&uo=4
And Google Podcasts: https://www.google.com/podcasts?feed=aHR0cHM6Ly9hbmNob3IuZm0vcy83YTliY2IwL3BvZGNhc3QvcnNz