How To Use The Money Secrets of Wealthy Families with JR Gondeck

Break Away from the Rat Race

English - June 11, 2022 16:00 - 37 minutes - 34.3 MB - ★★★★★ - 8 ratings
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JR Gondeck is a Partner and Managing Director with The Lerner Group, a financial advisory firm that provides a collaborative approach to wealth management by incorporating investment management, financial planning and estate coordination, as well as legacy planning.

With more than two decades of experience, Gondeck specializes in multigenerational estate planning to maximize wealth return for families.

In this podcast I asked:

- if any of the strategies used by high net worth individuals could be used by less wealthy families.

- Everybody is talking about how to save money but no one is talking about how to use these savings to retire and leave a legacy for your children. How do you determine how much is needed at retirement and build a plan to get there?

- What are some of the strategies you recommend to retire and even retire early at 55

- How does real estate investing fits into?