Wealth Matters

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the administrative stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser s professional background included over 25 years in international and domestic sales, [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright  and Nick Djuric. Brandy Wright/Cambridge Wealth Counsel Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the end of life stage of estate planning with their guests Brandy Wright and Nick Djuric. Brandy Wright/Cambridge Wealth Counsel Brandy Wright, MBA, CDFA , CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the “aging” stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag Wealth Management in 1995 and assumed his President […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss how to anticipate and avoid issues at the aging stage of estate planning with their guests John Montag, Dr. Mary Gresham, and A. Kel Long, III, Esq. John Montag/Montag Wealth Management John Montag joined Montag Wealth Management in 1995 and assumed his President [...]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, […]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the planning stage of estate planning with their guests John Howard and Richard Morgan. John Howard/Resource Planning Group John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, [...]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger. Bill Leonard/Taylor English Duma LLP Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving […]

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger. Bill Leonard/Taylor English Duma LLP Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving [...]

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Craig Frankel discuss the ABC’s of asset protection with their special guests Tony Turner and Katlyn Dennis. Katlyn Dennis/NFP Private Client Group Katlyn Davis of NFP Private Client Group started her career at State Farm in 2002 in South Florida, moved to Marsh Private Client […]