))
Why an Advisor May be Your Spouse’s Back-Up Plan
Manage episode 440713075 series 3589430
Content provided by Kedrec and Kedrec LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Kedrec and Kedrec LLC 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.
“Hey Mike, I have always managed my assets on my own. At some point, I know I won’t have the energy or interest to continue to manage my assets. How does someone vet an advisor and then slowly turn things over to that advisor?” Discover how to create a potential backup plan for your spouse when you pass or struggle to maintain your portfolio management.
Text your questions to 913-363-1234.
Request Your Wealth Analysis by going to www.yourwealthanalysis.com.
56 episoade
Distribuie
