In today's episode, we're joined by Estate Planning Attorney, Joseph Hudack, from Hudack Law, APC. Listen as host Rick Rivera and Joseph discuss estate planning and different things to consider and be aware of. From living trusts and beneficiary planning to things to consider based on your scenario, this is an interview you won't want to miss!
Disclaimer: The information and comments provided by Mr. Hudack should not be construed as formal legal advice nor create an attorney-client relationship between you and Mr.Hudack or Hudack Law, APC.
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SCHEDULE A COMPLIMENTARY 15-MINUTE STRATEGY CALL: Have you gotten a second opinion on your retirement strategy? Scheudle a 15-minute strategy call with one of our advisors to see if you may be missing anything in your strategy! https://calendly.com/safeguardinvestment/15min?back=1&month=2022-05
MEET YOUR HOST: Rick Rivera is a partner at Safeguard Investment Advisory Group, LLC, with over 20 years of experience in the financial industry, providing guidance to those planning for retirement. He is an Investment Advisor Representative holding a Series 65 license and life-only and accident and health licenses in California (#0B51891). This allows him to provide a wide variety of retirement and estate planning strategies.
Rick holds a bachelor's degree with a concentration in marketing along with an MBA from the University of Phoenix. Rick also holds a certification from the College for Financial Planning, which consists of the following courses:
- Financial planning process and insurance
- Investment planning
- Retirement planning and employee benefits
- Estate planning
When Rick is not working, he enjoys scuba diving, fishing, and, most of all, traveling in his airstream with his wife, Shawna.
Rick is registered as an Investment Advisor Representative with the U.S. Securities and Exchange Commission (SEC).
ABOUT SAFEGUARD INVESTMENT ADVISORY GROUP: We are a team dedicated to creating amazing retirements for the families we serve through a disciplined approach rooted in education, integrity, and earned trust. At our Big Picture Meeting, we aim to understand who you are, where you come from, and what your dreams are for retirement. To get you where you want to go, it's important to understand where you're currently at. We look at retirement from a holistic standpoint. We are not a one-size-fits-all firm and believe it's crucial to have a plan specifically designed for you and your unique situation. Learn more about our process here: https://safeguardinvestment.com/financial-services/
Disclosure:
This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information and opinions contained herein that have been obtained from third-party sources are believed to be reliable. Accuracy and completeness cannot be guaranteed.
Investment Advisors, Reid Abedeen, Rick Rivera, Edward Sota, Andy Anable, Chris Miller, Dan Carter, David Hart and James Murray are also licensed to offer insurance plans and products in the State of California under license numbers: #0C78700, #0B51891, #0C16747, #0G78226, #0F57413, #0C32681, #0D42046 and #0F77176
