EPISODE · Oct 9, 2022 · 46 MIN
Season 14 Episode 8: Eliminating Known Wealth Transfer Risks
from Master Your Finances(Official 107.7 The Bronc Podcast) · host Kurt Baker CFP
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.
What this episode covers
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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