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Beyond Life Insurance: Innovating Your Estate's Safety Net with George Schwabe & Paul Katz
Manage episode 398659611 series 3483479
Mark Mondo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Mark Mondo 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.
Cynthia & I talk to George Schwabe and Paul Katz, two renowned figures known for their innovative approaches to financial security and risk management. George and Paul share their expertise on evaluating estates and explore a variety of financial instruments beyond life insurance, such as annuities, and why they might be a better fit—or not—for your financial strategy.
The best part of the show is listening to Paul's no-nonsense approach as he likens himself to our favorite curmudgeon. However, there is a balance between trust, likability and getting honesty when addressing these important topics. Paul & George discuss their approach on how this is accomplished.
34 에피소드
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