))
Beyond Life Insurance: Innovating Your Estate's Safety Net with George Schwabe & Paul Katz
Manage episode 398659611 series 3483479
A tartalmat a Mark Mondo biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Mark Mondo vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Cynthia & I talk to George Schwabe and Paul Katz, two renowned figures known for their innovative approaches to financial security and risk management. George and Paul share their expertise on evaluating estates and explore a variety of financial instruments beyond life insurance, such as annuities, and why they might be a better fit—or not—for your financial strategy.
The best part of the show is listening to Paul's no-nonsense approach as he likens himself to our favorite curmudgeon. However, there is a balance between trust, likability and getting honesty when addressing these important topics. Paul & George discuss their approach on how this is accomplished.
34 epizódok
Megosztás
