Financial Essentials, Podcasts, Politics & Policy, Psychology, Updates August 9, 2021 EP.90 ADVISING LGBTQ+ CLIENTS with BRIAN BALDUZZI
Common Sense Economics, Financial Essentials, Podcasts, Updates June 20, 2021 EP.85 LIFE INSURANCE AND TRUSTS with ANDREAS STUERMANN
Finance & Economics, Financial Essentials, Podcasts, Politics & Policy, Updates, Worth Reading and Watching June 12, 2021 Ep.84 THE TAX BENEFITS OF PUERTO RICO with GRANT THORNTON’S MARIA RIVERA
Common Sense Economics, Finance & Economics, Financial Essentials, Podcasts, Psychology, Updates April 13, 2021 EP.82 NAVIGATING CRUCIAL WEALTH CONVERSATIONS with BRITTAIN PRIGGE
Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Recent Press & Events, Recent Press & Events, Updates, Worth Reading and Watching April 9, 2021 Martin Shenkman’s Podcast: We Discuss the Increased Popularity of Tennessee Trust Law in Estate Planning
Common Sense Economics, Entrepreneurs, Finance & Economics, Financial Essentials, In The Media, Politics & Policy, Psychology, Recent Press & Events, Recent Press & Events, Updates, Worth Reading and Watching March 31, 2021 Cryptocurrency and Estate Planning on Tyrone Ross’ Coindesk “On Purpose” Podcast
Entrepreneurs, In The Media, Recent Press & Events, Recent Press & Events, Updates March 16, 2021 My Interview on Rick Ferri’s Boglehead Podcast
Common Sense Economics, Common Sense Policy, Finance & Economics, Financial Essentials, Podcasts, Updates, Worth Reading and Watching February 9, 2021 EP.76 CITIZENSHIP DIVERSIFICATION with DAVID LESPERANCE