Steven Goodman is an expert in business succession planning and estate planning. His knowledge and first-hand experience is exactly what we all need to better understand the importance of planning out our finances for the future. It doesn’t matter if you’re a small or big business; making thousands or millions— we all have the responsibility to tackle such major decisions.
Steve’s financial savviness has been ripening over the last 20+ years. He has worked with the top respected names in the banking business.
In this conversation, we openly discuss the ins and outs of what it’s truly like setting up an estate plan, will, working with lawyers, and all that falls under that legacy umbrella we’re scared to open!
- Business Succession Planning (3:15-15:00)
- Estate Planning 25:29
- Protecting Your Money & Understanding the Emotions Behind Such Decisions i.e. Life Insurance & Retirement Planning (30:00-45:00)
To LISTEN and see the show notes to this Wealthy Wellthy Podcast Episode — CLICK HERE!
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