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Planning For The Future

by The Podcast Pro Shop

Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.

Copyright: Copyright The Podcast Pro Shop

Episodes

Planning for the Future with Erin Sinclair of Sinclair Financial Solutions St. Louis Mo

28m · Published 03 Aug 16:44
Erin Sinclair is the President of Sinclair Financial Solutions and the Author of the new book "Don't Go Broke in a Nursing Home The LGBTQ Edition." We talk about how long term care has changed and the challenges the LGBTQ community has faced over the years planning for the future as a couple. Erin has an energy and passion that is unmatched wether its helping people with longterm care planning or on the rugby field.

Planning for the Future Dana Trenchfield of Results Retirement & Wealth Management Miami FL

31m · Published 16 Jul 18:19
Dana Trenchfield President of Results Retirement and Wealth Management joins us. Dana talks about why she got started in Long Term Care Panning and how educating people about todays programs can help keep your money safe.

Planning for the Future Billie Miles of Miles Financial Group CA

32m · Published 16 Jul 18:09
Billie Miles President of the Miles Financial Group joins us, he is an Author a radio host and a Safe Money Specialist. Billie talks to us about what it means to be a safe money specialist and how to keep your money secure and grow for you.

Planning For the Future Martha Patterson Geisler Patterson Law CA.

32m · Published 05 Jun 04:10
We sit down with Martha Patterson an elder care attorney out of Los Angeles CA, Martha talks with us about Probate and how to avoid it. Martha teaches us how to fill up your wagon when it comes to long term care planning.

Planning For the Future with Tracie Lampson of LRS Houston TX

27m · Published 29 May 20:55
Tracie is the President of Lampson Retirement Solutions in Houston Texas .Tracie breaks down Long term care and Retirement planning in to relatable terms to help people better understand the WHY. Listening to her will make the light bulb go off in your head as she makes sense of topics that can be confusing.

Planning For The Future with Scott Leonardi of Complete Solutions Dayton OH

24m · Published 27 May 17:37
Scott is the President and CEO of Complete Solutions out of Dayton Ohio. Scott is a big believer in educating yourself when it comes to financial planning. Scott's holistic approach to your financial future will have you looking at your finances like you look at your physical health.

Planning For The Future with Bill Otto of Beacon Hill Financial Cincinnati OH

30m · Published 08 May 06:40
Bill is the President and CEO of Beacon Hill Financial out of Cincinnati Ohio. Bill talks to us about crisis planning and asset protection. Bill also breaks down the evolution of long term care and how far it has come.

Planning For The Future with Bill Wilson of Wilson Financial Group, Los Angeles CA

24m · Published 29 Apr 21:15
William (Bill) Wilson celebrates his 38th year doing business in the Financial Service Industry. Mr. Wilson is President and Founder of Wilson Financial Group, Inc. Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It's about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan how to get there, and get the right advice along the way.

Planning For The Future with Scott Lehigh of Lehigh Retirement Planning and Wealth Preservation Las Vegas NV

17m · Published 29 Apr 00:00
Scott comes to us from Las Vegas Nevada with its booming retirement communities making it a unique market for Elder Care Planning. Scott talks about changing times from the multigenerational house holds to families spread across the country. People spend their money differently in Las Vegas and Scott helps then Plan for that,

Planning for the Future with Brendon Murphy of Compass Financial Solutions Philadelphia PA

30m · Published 24 Apr 19:02
Brendon Murphy comes to us from the City of Brotherly Love with great ideas for all of us to secure our long term care in light of the New normal we are living in. As the world has changed so should the way you look at your financial future and Brendon has some great tips and tricks. Brendon also get controversial on what should and should not be on a true Philly Cheese Steak and where to find the best one in town. Brendon was so fun and informative to take to we can't wait to do it again.

Planning For The Future has 28 episodes in total of non- explicit content. Total playtime is 13:22:18. The language of the podcast is English. This podcast has been added on October 26th 2022. It might contain more episodes than the ones shown here. It was last updated on March 5th, 2024 10:11.

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