The Confident Retirement

Ep 02: Asset Protection Unlocked from an Advisor with Heart


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Eido Walny


The Confident Retirement Podcast with Brett Kris Flammang and Mark Picchi Episode 02: Eido Walny


Eido M. Walny is the founder of the Walny Legal Group. He has been in the industry for 10 years, starting in 2011. His practice focuses on estate planning, asset protection, business succession, probate, trust administration, and he is also experienced in business, tax, and real estate law. He is a noted national speaker, author, and commentator on issues effecting estate planning, charitable giving methods, and topical business issues.

Eido has a lot of achievements that we can list, but one of which is that, in 2014, he was selected as one of five national “Advisors with Heart” by Trusts & Estates Magazine. In addition to numerous achievements, awards, and professional positions, Eido is the President for the Village of Bayside, Wisconsin, and serves on several subcommittees, and county-wide committees. In his free time, Eido also makes cufflinks, restores classic cars, and manages his son’s hockey career.

Listen to this dynamic The Confident Retirement Podcast episode with Eido Walny. Learn about his principles and hear his thoughts about comprehensive estate planning and why it is important for everyone.

-Here is what to expect on this week’s show:

-What led Eido to open up his own practice, and what his interesting history is behind this?

-Eido talks about what comprehensive estate planning is and what it accomplishes.

-What excites Eido about his areas of practice and the business as well?

-Were there challenges and misconceptions that he has to face in the industry?

-Eido shares other stuff that he likes to do besides being a lawyer, and what his alternate dream job is.


Connect with Eido Walny

Website: walnylegal.com

Twitter: @WalneyLegalGroup

LinkedIn: Walny Legal Group LLC


Connect with Kris and Mark

Facebook facebook.com/kris.flammang.1  

Twitter @kflammang

#MarkPicchi


Highlights:

[09:49-10:19]

So our job in my view is to make sure that that client is smiling on the way out, just like they were smiling on the way in and, when we can have that happen I know that I've done a good job, because they've had a positive client interaction with a lawyer, which is hard to do, frankly. So I really enjoy that, I like being that lawyer where clients can come in and talk to us and through this process, be happy with the results, be happy with what they've been charged and know that they've gotten a good result. So that's the first thing. 

[17:19-17:36]

I know that we leave money on the table, but I'm happy to leave that money on the table to sleep better at night and know that we've got the smiles in smiles out policy where clients are happy at the end. That to me, you know, 10 years in now, I couldn't be more happy with the direction we're going.

[23:07-23:17]

No, money is a tool and it can be an extreme positive or an extreme negative. When we can diminish the negativity and increase the positivity, that's a win every time.

Learn more about your ad choices. Visit megaphone.fm/adchoices

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The Confident RetirementBy Kris Flammang and Mark Picchi

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