Episode 165 - Supporting the Four Corners of Your Financial House with P.J. DiNuzzo

from Retire Secure! · host James Lange

Episode 165 - Supporting the Four Corners of Your Financial House with P.J. DiNuzzo - Your financial house has four corners: legal planning, tax planning, financial planning, and investment planning. Take away one corner, or build it improperly, and your entire house could fall down around you. Having the strongest possible foundation for your family’s financial success means ensuring that all of these corners are fully supported. Want to enjoy your retirement to the fullest and leave a legacy behind for your heirs? It is important that your CPA, estate attorney, financial planner, and investment managers work as a team, at the highest level, to optimize your planning.

Episode metadata supplied by the publisher feed · Published Mar 4, 2016

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Episode 165 - Supporting the Four Corners of Your Financial House with P.J. DiNuzzo

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