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Episode 37: When Planning Doesn’t Go as Planned
The Truth About Wealth
English - July 15, 2020 13:00 - 29 minutes - 30.9 MB - ★★★★★ - 14 ratingsInvesting Business Education Self-Improvement Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 36: Charitable Lead Annuity Trust – With Derek Myron
At Copper Beech Financial Group, we typically establish long-term relationships with clients and families, but our platform isn’t necessarily the right fit for every family. In this episode of The Truth About Wealth Podcast, John and Michael Parise discuss a hypothetical example of an estate plan that did not work out and cover the various … Continue reading Episode 37: When Planning Doesn’t Go as Planned →