Planning For The Future

About Planning For The Future

Financial Advisors and Long Term Care Experts talk about tips and tricks to make your money work for you Tax Free.

Publisher

The Podcast Pro Shop

Category

business

Language

en

Explicit

No

First episode

4 Feb 2020

Latest episode

6 Nov 2021

Latest episodes

1 of 28 episodes have a transcript.

1. 

   6 Nov 2021

   Planning for the Future with Ron and Karen Dowling

   We sit down with Chicago Natives Ron and Karen Dowling of Dowling Legacy And Retirement. Ron and Karen tell us how having a parent in long term care for over 20 years encouraged them to get in to Legacy and Retirement planning.

2. 

   12 Aug 2021

   Planning for the Future with Philip White From Retirement Logistics Springfield MO

   Philip White joins us from Retirement Logistics out of Springfield Mo Philip talks to us about building strategies that best suits your family and situation. To get a Free Copy of Philips book "Protecting Your Assets From Longterm Care" Call 417-408-8100

3. 

   12 Aug 2021

   Planning for the Future with Bob Prousalis of PRL Financial in Boston

Inside a recent episode

Planning For The Future with David Morgan President of Reap Companies in Central FL

Published 24 Apr 2020 · Transcript excerpt

[…] A lot of people want to know that when they're protecting us, that's both for themselves and their spouse, that there's some sort of legacy or some safeguards in place for the children. So I say probably more than half the time the bulk of my clientele do like to involve the children. […]

Contact Planning For The Future

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.