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Ep. #179 - Financial Planner Chad Holmes Wants to Help You Maximize Your Family Legacy with Proven Strategies
Manage episode 463445525 series 2854903
Soraya Diase Coffelt에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Soraya Diase Coffelt 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.
My guest Chad Holmes is a certified financial planner as well as a CPA, certified private wealth advisor, and a chartered retirement planning specialist. With over a decade of experience in finance and accounting, Chad’s passion and expertise has developed into assisting families to maximize their family legacies and take advantage of many tax saving opportunities. All this can be achieved by financial planning. He is also the author of the book titled The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax. It serves as a guide, empowering family members to be proactive in addressing inheritance issues and finding solutions. It’s important for you to know that Chad has intentionally written his book to educate us in an entertaining and easy to understand way. So, it’s not a boring tax book! Chad gives us hope that we can avoid the long-drawn-out process of probate, minimize taxes, and maximize inheritance. That’s amazing news!
Book: The Inheritance Playbook: Helping Your Parents Pass the Torch, Not the Tax
Website: https://www.formulawealth.com/
Facebook: https://www.facebook.com/formulawealth
Instagram: https://www.instagram.com/formulawealth/
LinkedIn: https://www.linkedin.com/in/chadholmesformulawealth/
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