ОТНОСТНО ТОЗИ ЕПИЗОД
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.
After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.
In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.
After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.
Learn more: https://www.mcwealth.com/
Or buy the book at: https://justabundance.com/
Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-healthcare-and-long-term-care
After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money.
In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex.
After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions.
Learn more: https://www.mcwealth.com/
Or buy the book at: https://justabundance.com/
Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-healthcare-and-long-term-care
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на Influential Entrepreneurs with Mike Saunders, MBA.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
Scott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community.Scott’s areas of concentration include Estate Planning, Business Retirement, and Su…
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made…
George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making.After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made…
Mark Dierolf has been helping individuals, families, and business owners with insurance and retirement-related decisions since 1983. With more than four decades of experience, Mark focuses on helping people age 50 and older prepare for one of life’s biggest financial transitions: moving from earnin…
Mark Dierolf has been helping individuals, families, and business owners with insurance and retirement-related decisions since 1983. With more than four decades of experience, Mark focuses on helping people age 50 and older prepare for one of life’s biggest financial transitions: moving from earnin…
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