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You've Saved $2M in Brokerage Assets: Now What?

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Manage episode 367500721 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs.

For more information and show notes visit: https://bwmplanning.com/episode54

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

77 episoade

Artwork
iconDistribuie
 
Manage episode 367500721 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs.

For more information and show notes visit: https://bwmplanning.com/episode54

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

77 episoade

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