EPISODE · Sep 7, 2022 · 34 MIN
Magnifying Money with Claudio Gambin
from Life Changing Money with Barbara Schreihans · host Claudio Gambin
Dreaming TogetherGrowing Up and BackgroundThe (4) PillarsRisk ManagementTaxesPlanningSuccessionThe Biggest MistakesFocus on LiquidityLiquidity is an unbelievable solver of threatsFind a Whole Life policy that does not have commissions built into it: Guardian, Mass Mutual, Lafayette Life.Use the right tools - you can get creative on leverage.Beware of TikTok Accountants!Accumulation and DecumulationMoney is a Magnifier Connect with Claudio:Instagram: https://www.instagram.com/gfgsolutions/?hl=en"Invest The Difference" Podcast:https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484Website: https://gambinfinancial.com/Facebook:https://www.facebook.com/gambinfinancialgroup/
Embed this episode
What this episode covers
Claudio graduated from the University of Central Florida with a major in Entrepreneurship. After graduating, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies, and business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and three daughters, Coco, Senna, and Owen. You can frequently find them boating and fishing at their favorite getaway in New Smyrna Beach.
NOW PLAYING
Magnifying Money with Claudio Gambin
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.