))
What is Wealth Planning, Really?
Manage episode 312023533 series 2930316
Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Scott Morrison and Matt Nordmann, Scott Morrison, and Matt Nordmann 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.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
One mistake that can be so easy to make is focusing on one aspect of our financial life. In doing so, we can miss opportunities as well as take on unnecessary levels of risk.
In the latest installment of Path to Abundant Living, Matt and Scott explore methods to avoid that problem and address the full range of financial concerns through wealth planning.
Ultimately, it comes down to analyzing your full financial picture! While investment management plays a role in this conversation, your advanced needs are also considered, like wealth protection, tax mitigation, estate planning, and charitable giving.
Sit back, relax, and enjoy another enlightening episode that provides a complete overview on wealth planning and its importance.
Timecodes:
0:06 - Overview on the topic of the day
1:52 - What is wealth planning?
3:53 - A common technique across wealth planning efforts
6:03 - The various types of trusts that exist and why they're a nice wealth planning tool
7:40 - How life insurance is also a unique tool within the wealth planning toolkit
9:59 - How might wealth planning address concerns for business owners?
13:21 - What someone should be looking for in a wealth manager
14:05 - A deeper dive into these principles that comprise a great wealth manager
19:44 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
38 에피소드
공유
