Carolyn Konecki: Maximizing Insurance Coverage and Service
Carolyn is a professional risk manager specializing in personal insurance for successful individuals and families. Her expertise lies in safeguarding tangible assets like luxury homes, vehicles, art, and more. She meticulously assesses risks and liability tied to these assets, providing comprehensi…
Drew Powers: The Value of Comprehensive Advice in Navigating Long-Term Financial Planning
Meet Drew Powers, a seasoned financial advisor with a fascinating career trajectory. Borrowing insights from his early days of dealing cards at a casino, he understands that probability and statistics aren't intuitive for most people. This realization led him to his calling: helping others demystif…
Mikhak Ghorban: Legacy Planning Tips for Divorce and Immigration Clients
Mikhak Ghorban is a specialist when it comes to family law and immigration, serving the diverse community of San Diego, California. With an initial interest in political law, her trajectory took a turn during her law studies, and she found herself propelled into the world of corporate law. Now, wit…
Amanda Keith: Maximizing Retirement Income Through Reverse Mortgages
Amanda Keith is a highly knowledgeable and qualified professional in the field of reverse mortgages. With her background as a CPA and years of experience, she brings a deep understanding of financial matters to her role as a reverse mortgage specialist at Mutual of Omaha. Her expertise lies in assi…
Dustin Nichols: Maximizing Exemptions for Asset Protection
Dustin Nichols, a highly skilled attorney based in Newport Beach, California, is an expert in estate planning and asset protection. With a focus on utilizing the Private Retirement Trust (PRT) for exemption planning, Dustin has established himself as a trusted advisor for California business owners…
Barbara Norman: Take Control of Your Financial Future
Barbara Norman is the CEO of Sage Path Solutions, a boutique firm that offers financial planning for divorced and widowed women. She is the author of the bestselling book, “How to Be Happily Divorced.” She hosts a weekly podcast, The Happiest Chapter, where she explores financial planning, legal, …
Karen Buelterman: Secrets to Homeownership Success
A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on…
Catherine Bell: Creating Lasting Change Through Your Legacy
Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Ca…
Karen Buelterman: Secrets to Homeownership Success
A dedicated mortgage loan specialist goes above and beyond to minimize stress and guide individuals through the complex landscape of lenders, with her goal of helping them achieve their dreams of homeownership, despite the ever-changing nature of the mortgage industry and the pitfalls of relying on…
Catherine Bell: Creating Lasting Change Through Your Legacy
Have you heard these myths about making a difference regardless of your financial situation? Myth #1: Only those with money can create a positive impact. Myth #2: Time is not valuable or impactful in creating change. Myth #3: Support can only be given through financial donations. Join our guest, Ca…
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يمكنك استخدام موقعنا الإلكتروني للبحث في ملفات podcast3,821,947وحلقات195,431,544حسب الأشخاص أو الأماكن أو المواضيع.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
تعديل
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