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16. Heirlooms, Oil Rights and Other Alternative Assets with Model Wealth
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We live in a world where financial strategies include rare sports cards and family farmland. Join Dr. Craig Lemoine for a conversation with Randy Bruns and Alex Offerman from Model Wealth, where they rejected traditional fee-based models with their hourly-based and flat-fee approaches, ensuring tailored advice for all. Dive into the world of alternative investments as Randy and Alex offer their stories and insights on everything from emotional ties to ancestral land all the way to understanding tax rates on collectibles. This episode is invaluable for optimizing your financial portfolio!
Want to learn more? Check out the links below!
- Randy Bruns on LinkedIn
- Alex Offerman on LinkedIn
- Dr. Craig Lemoine on LinkedIn
- Model Wealth
Are you a financial planning professional looking to better serve the needs and goals of clients associated with agriculture or living in rural communities? Then be sure to check out our Agriculture Focused Financial Planning designation by clicking on the link below!
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