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Trusts Explained: Myths & Benefits
Manage episode 448781701 series 2792960
コンテンツは Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Miguel Gonzalez, MBA, AIF®, CPFA®, CRC®, Miguel Gonzalez, and MBA またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.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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