EPISODE · Aug 31, 2018 · 23 MIN
Financial Success -- Part 1
from Trinity Podcast · host Trinity University Podcast Network
Bob Scherer, dean of Trinity's School of Business, will converse with Ben Gurwitz '02, certified financial planner with Financial Life Advisors, in a two-part podcast about Social Security claiming strategies, how your financial adviser can add value, maximizing charitable gifts, and key retirement plan savings decisions.
What this episode covers
Bob Scherer, dean of Trinity's School of Business, will converse with Ben Gurwitz '02, certified financial planner with Financial Life Advisors, in a two-part podcast about Social Security claiming strategies, how your financial adviser can add value, maximizing charitable gifts, and key retirement plan savings decisions.
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Financial Success -- Part 1
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