Celebrities often face financial challenges that require the assistance of a financial advisor to help manage their wealth and long-term financial stability. In this conversation, cautionary tales from Hollywood are discussed to learn what not to do with money. The chapters cover topics such as the importance of estate planning, tax planning, and beneficiary designations. The conversation emphasizes the need for a comprehensive financial plan and the involvement of a trustworthy financial advisor. The conversation covers various financial topics, including probate and court issues, failing to diversify investments, lack of financial transparency, the importance of a financial advisor, the 4% rule and customized retirement plans, seeking financial advice from friends and family, minimizing tax liability, and the tax implications of Roth IRA and pre-tax 401k

Reach out to Deb and Laurie at  800-932-5010 or

https://www.gvcpleasantgrove.com/money-matters-radio-show

 

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