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A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable... more
FAQs about The Affluent Advisor:How many episodes does The Affluent Advisor have?The podcast currently has 8 episodes available.
July 01, 2023Social Security Planning with David FreitagName & Company: David Freitag, MassMutual Email: [email protected]Phone Number: 617-235-5153LinkedIn: https://www.linkedin.com/in/dave-freitag-4a71093/...more20minPlay
June 01, 2023Spousal Lifetime Access Trusts (SLAT’s) with Carly BrooksName & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock Email: [email protected] Phone Number: 888-266-7498, opt. 4 LinkedIn: https://www.linkedin.com/in/caroline-brooks-b7061b31/ Other places we'll see your name: https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208 ...more16minPlay
May 03, 2023Credit Shelter Trusts with Michael MarkhoffName and Company: Danzinger and Markhoffemail: [email protected]Phone Number: 914-948-1556Company Bio: https://danzigermarkhoff.com/attorney-mmarkhoff.phpLinkedin: https://www.linkedin.com/in/michael-markhoff-120978/https://leathermansloop.org/history/muddiest-runners/...more20minPlay
April 03, 2023Taxation of Executive Stock Compensation with Travis HoodName & Company: Travis L. Hood, CPA/PFS , Kahan, Steiger & Company, P.C.Email: [email protected]Phone Number: 203-327-5717Company BioLinkedInEstate Planning Council of Lower Fairfield County...more17minPlay
March 02, 2023Elder Care Planning with Joan WilsonName & Company: Joan Wilson, Reed Wilson Case LLC Email: [email protected] Phone Number: 860-669-1222 Company Bio LinkedIn Facebook: https://www.facebook.com/search/top?q=reed%20wilson%20case Other places we’ll see your name: https://naela.org/Shared_Content/Directories/Profile.aspx?id=15204...more17minPlay
February 07, 2023The College Funding Landscape with Brock JollyName & Company: Brock Jolly, Veritas Financial & The College Funding Coach Email: [email protected] Phone Number: (703) 424-2401 Company Bio LinkedIn US News ...more20minPlay
October 19, 2022Understanding Life Settlements withJamie Mendelsohn, Ashar GroupName & Company: Jamie Mendelsohn, Ashar Group - Life Settlements and Life Insurance ValuationEmail: [email protected]Phone Number: 321-441-1119Company Bio: ashargroup.com/aboutLinkedIn: Jamie’s: Jamie Mendelsohn | LinkedInFacebook: Ashar’s: facebook.com/ashargroupTwitter: Ashar's: @AsharGroup Longevity Throws a Wildcard in the Best-Laid PlansTrust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf (ashargroup.com)Trust-Estates-Trumped.pdf (ashargroup.com)...more16minPlay
September 30, 2022Introducing The Affluent AdvisorJoin Tom Henske for the Affluent Advisor. A place where advisors of all stripes, attorneys, accountants, insurance professionals can come to get small ,bite sized pieces of information from peers. ...more2minPlay
FAQs about The Affluent Advisor:How many episodes does The Affluent Advisor have?The podcast currently has 8 episodes available.