The Agent of Wealth Podcast helps you overcome the multiple wealth planning challenges in your financial life to set you on a path to achieve financial freedom.
Episode 56: How Will the Election Impact Your Portfolio? 2020 has certainly been a whirlwind of a year…between a national pandemic, a possible vaccine, and the beginning of school, this fall brings a presidential election. On today’s show, Marc and John discuss the different possible outcomes of the election and how each one can affect…
Continue Reading Episode 56 – How Will the Election Impact Your Portfolio?
If you are someone who has not thought about their long-term career plan, you are not in the minority. Several individuals avoid planning for extended care because it can be a difficult and daunting task. However, whether it be for you or a loved one, organizing steps for long-term care is critical to address in…
Continue Reading Episode 55 – Protecting Your Assests With a Long-Term Care Plan with Raymond Lavine
