🎙️Episode 33: You Inherited a Lot of Money! Now What?

👨‍💼With Special Guest: Rick Nott

About Our Guest:

He has more than a decade of wealth management experience and previously held positions as an advisor at AdvicePeriod, an associate advisor at SEIA and a trader at United Capital during the financial crisis. Rick holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and earned the Certified Private Wealth Advisor® (CPWA®) designation in conjunction with Chicago Booth School of Business.

Rick earned his Bachelor of Arts in Economics from the University of California Irvine. Though his hometown is Newport Beach, California, he currently resides in Pacific Palisades.

As a wealth advisor and exit planner, He will help uniquely successful entrepreneurs and professionals make better financial decisions on their journey from success to significance.

Find out all about You Inherited a Lot of Money! Now What? on this episode of the Probate Realtor Show!

CA DRE # 02054763

#TheProbateRealtorShow

#probaterealtor

#losangelesprobaterealestateagent

🗣️Notable Quotes:

"A dollar today could be worth 10x in 30yrs at 8%. If you make decisions by thinking of the future, you'll make better decisions today."

📇Connecting with Rick Nott:

LinkedIn:https://www.linkedin.com/in/rickjnott/

Twitter: https://twitter.com/_iamnott

Website: http://www.ricknott.com

📻More Ways to Listen:

Spotify: https://open.spotify.com/show/3pEv7xLwTl1MitTW2xvHkC

Apple Podcast: https://podcasts.apple.com/us/podcast/the-probate-realtor-show/id1662124430

Amazon Music: https://music.amazon.com/podcasts/b47e86ea-89ed-400b-b776-5c41f0786ad0/the-probate-realtor-show

🎙️Connecting with ✨ The Probate Realtor Show and Matias

YouTube: https://www.youtube.com/channel/UCdxqfdFO1z39LsRANAW3ZdQ

Facebook: https://www.facebook.com/matiasbakermasucci

Instagram: https://www.instagram.com/matiasbroker

LinkedIn: https://www.linkedin.com/in/matiasbakermasucci/

Website: https://www.probaterealtor.la/

DISCLAIMER: The Probate Realtor® Matias Baker Masucci is a licensed real estate broker in California DRE # 02054763. Any legal information provided is for informational purposes only and NOT for the purpose of providing legal advice. Contact an attorney to obtain advice with respect to any particular legal issue or problem. We make no guarantees as to the accuracy of any information.