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The 5 things a financial advisor should do for you

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Manage episode 407394611 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do you need a financial advisor for? Mike Canet discusses the five reasons to hire an advisor and shares stories about how he’s been able to help his clients save on taxes. He also talks about how to utilize a deferred sales trust, where you should keep your money from a tax standpoint, and how to achieve the retirement you deserve.

See omnystudio.com/listener for privacy information.

  continue reading

234 episodes

Artwork
iconShare
 
Manage episode 407394611 series 3561347
Content provided by Impact Partnership and Mike Canet. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Mike Canet or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

What do you need a financial advisor for? Mike Canet discusses the five reasons to hire an advisor and shares stories about how he’s been able to help his clients save on taxes. He also talks about how to utilize a deferred sales trust, where you should keep your money from a tax standpoint, and how to achieve the retirement you deserve.

See omnystudio.com/listener for privacy information.

  continue reading

234 episodes

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