EPISODE · Oct 11, 2025 · 42 MIN
Legacy Lounge Live – Episode 3: The Wealth Playbook: Football themed
from The Legacy Lounge Live · host The Legacy Lounge Live
This month inside The Legacy Lounge Live, we switched from textbooks to playbooks — tackling the real game plan for wealth, protection, and long-term success.Host Tasha Rodriguez, Realtor®, Estate Planner, and founder of Legacy Luxe Solutions, led an all-star lineup that broke down the strategies every family should know to turn income into impact and financial moves into legacy plays.Our dynamic panel included:🏦 Reid Pierson – Financial Advisor at FMS of America💰 Nicolette Nemdali – Life Insurance & Mortgage Protection, New York Life🏡 Candace Gilbert – Realtor® & Owner of Dynamic View Creations⚖️ Sarah McMullin – Estate Planning Attorney, McMullin Community Law📊 Shann Rizvi – Bookkeeper & Tax Pro, RizBiz AccountingTogether, they tackled The Wealth Playbook — breaking down:💼 Smart tax moves for everyday earners🏠 Building wealth through homeownership📈 Financial and insurance tools that protect your family🧾 Estate planning essentials to keep wealth in the family🏆 And the real “game-winning” mindset to stay in control of your legacyThis episode wasn’t just about money — it was about empowerment. The conversation flowed with laughter, strategy, and a few “aha!” moments that had both panelists and viewers taking notes.From creating generational security to building confidence in financial conversations, The Wealth Playbook proved that wealth isn’t just about numbers — it’s about knowledge, preparation, and community.
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Legacy Lounge Live – Episode 3: The Wealth Playbook: Football themed
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