Interview with George McReynolds Founder of McReynolds & Company Discussing HealthCare and Long-term Care

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

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