Rich Paul, CFP® and special guest Rebecca Wrock, discuss common estate planning mistakes such as a minor inheriting money, ways to stretch your IRA, adding a child as joint owner, lady bird deeds, and more. www.rwpaul.com/ Disclosure: The retirement planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters. Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.... ( read more )
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Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)