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Wealth Transfer with Michael Watkins - Episode 196
Michael Watkins was a guest on the Crushing Debt Podcast almost 100 episodes ago, in Episode 97, talking about tax savings through cost segregation.
In today's episode, Michael and I discuss wealth transfer, including, his company Tampa Bay Advisory, LLC, his start in the financial services industry, advice for people nearing retirement, and Michael's new project, Retirement Tampa Bay.
My take-away from this interview - Don't follow the herd. Think for yourself when making financial decisions but do your homework and trust your instincts.
You can reach Michael at [email protected] or www. TampaBayAdvisory.com. Also check out his new project at www.RetirementTampaBay.com (or anywhere you listed to your favorite podcast).
Please show some love to our sponsor - EasyStartUpFunds.com.
Lastly, please contact me at [email protected] or www.YesnerLaw.com. What questions can I answer for you?
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By Shawn M. Yesner
5
2727 ratings
Michael Watkins was a guest on the Crushing Debt Podcast almost 100 episodes ago, in Episode 97, talking about tax savings through cost segregation.
In today's episode, Michael and I discuss wealth transfer, including, his company Tampa Bay Advisory, LLC, his start in the financial services industry, advice for people nearing retirement, and Michael's new project, Retirement Tampa Bay.
My take-away from this interview - Don't follow the herd. Think for yourself when making financial decisions but do your homework and trust your instincts.
You can reach Michael at [email protected] or www. TampaBayAdvisory.com. Also check out his new project at www.RetirementTampaBay.com (or anywhere you listed to your favorite podcast).
Please show some love to our sponsor - EasyStartUpFunds.com.
Lastly, please contact me at [email protected] or www.YesnerLaw.com. What questions can I answer for you?
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