『Wealth FOCUS: Retirement Made Clear』のカバーアート

Wealth FOCUS: Retirement Made Clear

著者： McIntosh & Associates
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  • サマリー

  • Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies.
    2023
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エピソード
  • Retirement for Small Business Owners

    Retirement for Small Business Owners
    2024/05/14

    First, Mindy and Nolan discuss whether we may or may not have a recession in 2024, then they look at how small business owners can plan for their own retirement, whether it may be by selling their business or passing it on to a family member or an employee.
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    40 分
  • Behavioral Finance and You

    Behavioral Finance and You
    2024/05/02

    How people think about money can be beneficial, especially to a financial advisor trying to steer them in the right direction for retirement. Today Mindy and Nolan discuss the growing field of behavioral finance and how it affects the way people plan for retirement.
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    36 分
  • Creating A Lasting Legacy

    Creating A Lasting Legacy
    2024/04/15

    Mindy and Nolan discuss legacy planning and how it addresses the way any individual wants to leave behind things when they pass as well as who to leave it to, and whether a will, trust or other strategy can be used for a particular situation.

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    38 分

あらすじ・解説

Looking to tune up your retirement? Tune in to McIntosh & Associates for the latest news and strategies.
2023
続きを読む 一部表示

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