Optimizing Your Financial World - Episode 33 (What are Your Biggest Financial Concerns?)
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Optimizing Your Financial World - Episode 33 (What are Your Biggest Financial Concerns?)
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We all have financial concerns of some sort or another.
On the latest episode of Optimizing Your Financial World, we're taking a closer look at some of the key concerns shared by many affluent individuals and families today. How many of these concerns are on your own list of issues to address?
Chapters:
0:00 - Introduction and overview on the topic of the day
1:35 - Managing your wealth is like managing your health
3:10 - Preserving your wealth over the course of your lifetime
6:16 - Affluent people aren't always as "all set" as you would think
8:34 - The enhancement of wealth over time
10:45 - Taxes can create questions and uncertainty
13:08 - Estate planning is a crucial concern of the affluent
15:52 - Asset protection and guarding your wealth is a top concern of the affluent
18:08 - The charitable side of wealth planning
20:34 - How to get in touch with Mark and his team
24:24 - Closing remarks