DiscoverMaster Your Finances(Official 107.7 The Bronc Podcast)Season 14 Episode 8: Eliminating Known Wealth Transfer Risks
Season 14 Episode 8: Eliminating Known Wealth Transfer Risks

Season 14 Episode 8: Eliminating Known Wealth Transfer Risks

Update: 2022-10-09
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Kurt and guest Cindy Arledge who is a purposeful planning institute member and second generation entrepreneur discuss how to eliminate the "we," over "me," culture when dealing with finances within your family. She teaches a three step process to protect your family from a future inheritance battle.
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Season 14 Episode 8: Eliminating Known Wealth Transfer Risks

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Season 14 Episode 8: Eliminating Known Wealth Transfer Risks

Season 14 Episode 8: Eliminating Known Wealth Transfer Risks

Kurt Baker CFP