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Trusts Explained: Myths & Benefits
Manage episode 448781701 series 2792960
Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA 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.
Learn the real benefits of trusts and uncover common misconceptions that hold people back from using this powerful estate planning tool.
Cortburg Retirement Advisors is a boutique financial planning firm committed to helping you grow, protect, and preserve your assets from your first job to retirement. We specialize in wealth management, estate and tax planning, group retirement, employee benefits, insurance, and retirement planning to navigate any economic climate.
Miguel Gonzalez, a Retirement Specialist with 20+ years of experience, offers expertise in retirement income planning, investment management, and retirement plan design. With an MBA from Columbia Business School, and professional experience with JP Morgan Chase, Merrill Lynch, and more, Miguel is a trusted advisor for his clients.
#EstatePlanning #TrustsExplained #FinancialPlanning #WealthManagement #RetirementPlanning #TrustMyths #LegacyPlanning #FinancialLiteracy #FamilyWealth #RetirementTips #InvestmentAdvice #FinancialSecurity #EstateProtection #AssetManagement #TrustBenefits #FinancialWellness #GenerationalWealth #PlanForTheFuture #ProtectYourAssets #TrustFund
Welcome to Cortburg Speaks Retirement Podcast
with Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®
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- Email: Miguel@CortburgRetirement.com
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