))
Patrick Huey,CFP - Strategic Giving: Maximizing Impact and Wealth Preservation
Manage episode 378026065 series 2794805
David Cogan and Producer Glue에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 David Cogan and Producer Glue 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Carter Wilcoxson and Tim James are joined by this week's guest Patrick Huey, a certified financial planner from Victory Independent Planning (VIP). Patrick specializes in helping clients optimize their financial strategies, especially in the realm of charitable giving and tax planning. https://www.thehealthandwealthpodcastshow.com/episodes-1/episode/7d122484/patrick-hueycfp-strategic-giving-maximizing-impact-and-wealth-preservation
This episode is a testament to the power of specialized expertise in the financial realm and how financial planners like Patrick can make a tangible impact on their clients' financial well-being and their ability to contribute positively to their communities. Tune in to the rest of the episode to learn more about Patrick's insights and how he's helping clients make informed decisions to safeguard and grow their wealth.
999 에피소드
공유
