Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane. This is Not Your Average Financial Podcast. More at https://nyafinancialpodcast.com.
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Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane. This is Not Your Average Financial Podcast. More at https://nyafinancialpodcast.com.
Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman
Not Your Average Financial Podcast™
33 minutes 51 seconds
2 months ago
Episode 416: Buried in Work? Here’s How to Transform Your Estate Plan with Adam Zuckerman
In this episode, we ask: Are you a small to mid-size business owner? Would you like to read Mark’s new book, co-authored with David Barnett, The Business Fortress: How to Grow, Protect and Exit Your Business with Confidence? Who is Adam Zuckerman? Do you have a will? Do you have a trust? Do you have...
Not Your Average Financial Podcast™
Traditional financial planning is no longer working, and in the new-normal economy, your hosts Mark Willis, CFP® and Holly Bach invite you to join us, as we engage the new and improved steps for establishing financial sanity. Be curious. Be stable. Be sane. This is Not Your Average Financial Podcast. More at https://nyafinancialpodcast.com.
