Why You Need an Independent Financial Advisor with Tammy Trenta
Break Away from the Rat Race18 Juni 2022

Why You Need an Independent Financial Advisor with Tammy Trenta

As founder and CEO of Family Financial, Tammy empowers families and business owners to keep more of what they earn, preserving and growing their wealth. She takes a holistic, 360°approach to wealth and financial management, integrating financial, tax, and legal guidance to deliver optimal outcomes and achieve her clients’ financial goals while often saving them time and money.

Tammy has held positions such as Director of Planning where she advised their most affluent clients on complex retirement, business, tax and estate solutions. Other notable career positions she held were Trust and Estate Advisor in Wells Fargo Private Client Services in Beverly Hills, Financial Planning Specialist with Merrill Lynch, and Investment Advisor at Charles Schwab.

In addition to relentlessly advocating for her clients, she is also a strong proponent for mandating - financial literacy curriculum in high schools and colleges across America. Her 26 years of industry expertise as a Certified Exit Planner and a Certified Tax Coach prove instrumental in helping clients to devise tax strategies as well as navigate the sale of their businesses.

In this episode we discuss:

- The need to be your own financial advocate

- The importance and the challenges of move from a spender to a saver

- How you can apply some of the strategies used by affluent families utilizing

- How to handle the lack of collaboration between the professional advisors and the client which often resulted in missed opportunities.

You can reach Tammy at familyfinancial.biz

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(151)

Multi-Generational Wealth: Scaling Franchises for Success

Multi-Generational Wealth: Scaling Franchises for Success

Welcome to another enlightening episode of Break Away From The Rat Race! 🎙️ In this episode, we have the pleasure of introducing Bob, a distinguished franchise consultant with over 30 years of exper...

4 Nov 202338min

Maximizing Gains and Minimizing Losses: Asset Revesting Unveiled

Maximizing Gains and Minimizing Losses: Asset Revesting Unveiled

Welcome to a game-changing episode of Break Away From The Rat Race! 🎙️ In this episode, we are excited to introduce a financial expert who challenges the traditional investing wisdom, Chris Vermeule...

22 Okt 202341min

Unlocking the Digital Goldmine

Unlocking the Digital Goldmine

Welcome to another thrilling episode of Break Away From The Rat Race! 🎙️ In this installment, we have the privilege of hosting an extraordinary guest, Matt Raad. Matt's journey is nothing short of e...

14 Okt 202335min

How To Start A Franchise Business: The Ultimate Guide

How To Start A Franchise Business: The Ultimate Guide

Welcome to an insightful episode of Break Away From The Rat Race! 🎙️ In this episode, we are delighted to have a seasoned expert in the field of advertising sales and franchising, Patrick Elsner, as...

8 Okt 202327min

The Power of Purpose-Driven Decision-Making

The Power of Purpose-Driven Decision-Making

Welcome to another captivating episode of Break Away From The Rat Race! 🎙️ Today, we are thrilled to have a true visionary and game-changer in the world of leadership and decision-making with us—Pau...

30 Sep 202339min

Unmasking the Financial System: Blueprint to Your Financial Revolution

Unmasking the Financial System: Blueprint to Your Financial Revolution

🚀 Welcome to Break Away From The Rat Race! In this insightful interview, we have the pleasure of hosting John Ensley, a true visionary in the world of financial planning. Join us as we delve into Joh...

25 Sep 202340min

Money, Markets, and Millionaires: Mastering the Stock Market

Money, Markets, and Millionaires: Mastering the Stock Market

In this week's episode, we have a special guest who has not only mastered the art of stock market investing but has also made it his mission to empower others to achieve financial success. Join us as ...

17 Sep 202337min

How To Invest In Self-storage For Cash Flow

How To Invest In Self-storage For Cash Flow

Today’s guest, Jacob Vanderslice, is a co-founder at VanWest Partners, a Denver-based real estate investment firm focusing on the acquisition and management of self-storage centers and other opportuni...

9 Sep 202341min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-svart-marknad
badfluence
rss-jossan-nina
rss-borsens-finest
svd-tech-brief
avanzapodden
uppgang-och-fall
lastbilspodden
rss-inga-dumma-fragor-om-pengar
fill-or-kill
bathina-en-podcast
rss-dagen-med-di
tabberaset
dynastin
rss-veckans-trade
borsmorgon
rss-kort-lang-analyspodden-fran-di
kapitalet-en-podd-om-ekonomi