You Are In Control Of Your Retirement

You wake up one morning and your toilet is gushing water. You know to turn the water off at the source to stop it, but are you a skilled enough plumber to know what the root cause of the problem is and how to fix it?

Unless you are an actual plumber, that answer is probably no.

One of the most important things to remember is that there are always people out there with knowledge on things that you probably don't know much about, you just have to find them. This goes for all things in life like cars, house maintenance, computer problems, and more.

It’s also true for financial planning.

And that's why I'm excited to be joined by guest expert, Peter Culver, in episode 61 of the Ask The Planman podcast . In episode 61, Peter is going to chat more about:

1. The breakdown of what a family office is, and why you should know about them.
2. Bringing different tax strategies into your planning as an entrepreneur.
3. Multi-generational wealth planning - both horizontal and vertical.
4. Getting all of your resources, such as a tax person, insurance person, attorney, etc. working together collaboratively.

Tune into Episode 61 on Spotify or Apple to find out more.

Until next time!

Bruce