July 22, 2023

Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business

Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
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Segment # 1:


How can you DE-RISK your retirement portfolio?


Segment # 2:


Charitable giving methods


Segment # 3:


What are some ways that you might end up exitting your business?


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