What About Wealth?

著者： Rich Bloomfield and Rick Durfee
無料で聴く

  • サマリー

  • Rich and Rick will discuss the many ways wealth touches our lives – how to make it, grow it , preserve it, donate it, invest it, protect it from unnecessary taxation or pass it on to the next generation without creating problems, through effective planning and value based leadership. This holistic, value based approach to applying tax, financial, asset protection and investment concepts to long term wealth provides a framework for listeners to deal effectively with wealth issues. The ability to explain tax, legal and financial issues surrounding wealth in an everyday, conversational way using pertinent stories and experiences set Rich and Rick apart and will provide direction you can understand and apply. Topics will include wealth and asset preservation/protection structures and techniques, business and estate structuring and planning, income tax planning, retirement and retirement income planning.
    Rich Bloomfield and Rick Durfee
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あらすじ・解説

Rich and Rick will discuss the many ways wealth touches our lives – how to make it, grow it , preserve it, donate it, invest it, protect it from unnecessary taxation or pass it on to the next generation without creating problems, through effective planning and value based leadership. This holistic, value based approach to applying tax, financial, asset protection and investment concepts to long term wealth provides a framework for listeners to deal effectively with wealth issues. The ability to explain tax, legal and financial issues surrounding wealth in an everyday, conversational way using pertinent stories and experiences set Rich and Rick apart and will provide direction you can understand and apply. Topics will include wealth and asset preservation/protection structures and techniques, business and estate structuring and planning, income tax planning, retirement and retirement income planning.
Rich Bloomfield and Rick Durfee
個人ファイナンス 経済学
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エピソード
  • What About Wealth? Tuesday, January 21, 2014

    What About Wealth? Tuesday, January 21, 2014
    2014/01/21
    58 分
  • Plan Integration, Overview

    Plan Integration, Overview
    2014/01/14
    Putting all the pieces together of an Integrated Plan is the final step. Rick and Rich explore each of the various pieces of a full blown estate and business plan, and work through how the various pieces fit together
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    58 分
  • Irrevocable Trust Part II

    Irrevocable Trust Part II
    2014/01/07
    During part two of a discussion, RIck and Rich continue explaining the power and effectiveness of the integrated irrevocable dynasty trust.
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    58 分

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