I recently had the opportunity to be a guest on the Money Savage Podcast with George Grombacher. This podcast gave me the opportunity to discuss how planning is a process and not a one time event. I hope you find this episode interesting and of value.
In today’s conversation, George and I discuss the following:
1) One of the driving factors that led me to enter the field of Wealth Management
2) How financial education plays a role in your life
3) The importance of planning for your family and buisness
4) My one difference making tip
This podacst represents the opinion of Mitlin Financial Inc. It should not be construed as providing investment, legal and/or tax advice.