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SPECIAL EPISODE: Mehul Gandhi and Amanda Doucette Crossover
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When financial advisers and their customers' attorneys work together, they can give you more holistic guidance. Clients frequently think of their financial lives in compartments. If they are required for advice on finances, they contact a financial planner. They hire an accountant or an attorney if they need advanced tax tactics or want to structure the sale of their business. How can Lawyers and Financial Advisors better help clients with financial planning using their areas of expertise?
Join us in this crossover episode of the Mind Your Biz Podcast. If you need to understand better finances, money flow, retirement planning, and more, this podcast is for you. So what are you waiting for? Give this episode a play!
Highlights:
[05:07] Lawyer and Financial Advisor: What is the process for collaborating using their areas of expertise?
[08:32] The Value of Understanding Tax Consequences
[10:51]The 3-legged Stool in State Planning
[14:20]Beneficiaries Designation and RIF: All You Need to Know
[21:54] Money Flow Complications in Blended Families
[31:46] Differentiating Financial Planning from Retirement Income Planning
32 episodes
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