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Sandwich Conversations, Part of taking care of the whole family forever
Manage episode 367864689 series 3477430
Jerry Yu에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jerry Yu 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.
On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:
● Tell me about the sandwich – what do you mean by that?
● You talk about the fact that there is more to prepare for the future other than for college and retirement…what else is there Jerry?
● You mention in this chapter of the need to keep documents up to date. What documents are you referring to?
● What programs can help you keep your plans in place? You mention in this chapter “legal documents.”
Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram:
www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor”
Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098
Cell: (626) 890-0090
Email: [email protected]
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