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In this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss.
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In this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss.