Our latest POSTS
Podcast: Does wealth improve your health and how can you make things easier for your heirs?
This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.
Podcast: What is important when building versus buying a home?
In this episode we discuss the many factors that are important in deciding if you should build a new home or buy an existing home, including
What are the pros and cons of buying new?
What are the pros and cons of buying an existing home?
What financial impact does buying a home have on your financial goals?
and many more!
Podcast: What is your philosophy of gifting wealth?
In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:
When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?
and many more!
What’s Next?
Use the link below to schedule an Introductory Meeting. This initial call is completely free allows us to discuss whether our working together is a good fit.