How To Use The Money Secrets of Wealthy Families with JR Gondeck

How To Use The Money Secrets of Wealthy Families with JR Gondeck

JR Gondeck is a Partner and Managing Director with The Lerner Group, a financial advisory firm that provides a collaborative approach to wealth management by incorporating investment management, financial planning and estate coordination, as well as legacy planning.

With more than two decades of experience, Gondeck specializes in multigenerational estate planning to maximize wealth return for families.

In this podcast I asked:

- if any of the strategies used by high net worth individuals could be used by less wealthy families.

- Everybody is talking about how to save money but no one is talking about how to use these savings to retire and leave a legacy for your children. How do you determine how much is needed at retirement and build a plan to get there?

- What are some of the strategies you recommend to retire and even retire early at 55

- How does real estate investing fits into?

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(151)

How to Optimize Your Body and Mind for Success in Life and Business with Ken Conklin

How to Optimize Your Body and Mind for Success in Life and Business with Ken Conklin

Ken Conklin is an experimentalist, life storyteller, unconventional fitness enthusiast, business builder, human optimizer, and after all that, just a regular dude. He is the /founder and Head of Gro...

3 Syys 202242min

How to Build the Ultimate Business Mindset with Rafael Cortez

How to Build the Ultimate Business Mindset with Rafael Cortez

Rafael is a Real Estate Coach and an Organizational Psychologist. He owns a traditional brokerage and a wholesaling and fix & flip business. Other companies include verticals in education, software, a...

27 Elo 202240min

Why Real Estate is STILL the Best Investment in This Economy with Aaron Chapman

Why Real Estate is STILL the Best Investment in This Economy with Aaron Chapman

Aaron, a veteran in the finance industry beginning 1997, exited Mining, Heavy Equipment Operation, Welding and long-haul truck driving. Since entering the finance industry his clientele has ranged fro...

20 Elo 202236min

How to Raise Private Money Like the Pros with Jay Conner

How to Raise Private Money Like the Pros with Jay Conner

Jay Conner began investing in real estate in 2003. At the start of his career, he relied on his local banker to fund his deals and was able to put together a few deals. However, that meant coming up w...

13 Elo 202247min

Beyond Financial Freedom with Mario Sandoval

Beyond Financial Freedom with Mario Sandoval

I migrated to the USA when I was 6 years old with my mother, grandmother and sister. We struggled for many years, but we always made it through. My mother purchased her 1st house about 35 years a...

6 Elo 202237min

Passive Income from Senior Living Facilities with Brandon Schwab

Passive Income from Senior Living Facilities with Brandon Schwab

Brandon Schwab is the CEO of Boutique Senior Living Fund and Shepherd Premier Senior Living. Brandon works everyday to change the senior living industry. BRANDON SCWAB has been a serial entrepreneur s...

30 Heinä 202238min

From Professional Poker to Real Estate Professional with Pasha Esfandiary

From Professional Poker to Real Estate Professional with Pasha Esfandiary

Pasha started his career in real estate in 2011, flipping homes found at auctions, Pasha has since been involved in over $250 million in transactions across multiple asset types. These include residen...

23 Heinä 202241min

Breaking Out of the Medical Mindset with Brett Levine

Breaking Out of the Medical Mindset with Brett Levine

Dr. Brett Levine has been an Ear, Nose, and Throat surgeon for 27 years and actively serves as the CEO of Beach Cities ENTS outside of Los Angeles, California. Over several decades, he faced many obst...

16 Heinä 202237min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
psykopodiaa-podcast
rss-rahamania
ostan-asuntoja-podcast
rahapuhetta
rss-viisas-raha-podi
herrasmieshakkerit
hyva-paha-johtaminen
rss-lahtijat
rss-sami-miettinen-neuvottelija
oppimisen-psykologia
pomojen-suusta
sijoituspodi
lakicast
rss-karon-grilli
rss-sisalto-kuntoon
rss-asiakaskokemusklubi