My August 13th Appearance on James D. Snow’s LegacyCast

This was a robust discussion around many of the themes in “Wealth, Actually.”  I appeared on August 13th on Legacy cast to discuss financial and estate planning, wealth management and investing with James Snow.  We deal with hurdles that people deal with in structuring their lives, the state of the industry and ways to keep clients on schedule.

https://www.podbean.com/media/share/pb-ran6p-9746e1

 

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