A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable on a wide variety of topics.
The Affluent Advisor
Claim This Podcastby Tom Henske
5.0(1 reviews)
8 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
Podcast Overview
A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable on a wide variety of topics.
Language
🇺🇲
Publishing Since
9/30/2022
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Recent Episodes
July 1, 2023
Social Security Planning with David Freitag
<ul><li>Name & Company: David Freitag, MassMutual </li><li>Email: <a href="mailto:dfreitag@massmutual.com" rel="noopener noreferrer" target="_blank">dfreitag@massmutual.com</a></li><li>Phone Number: 617-235-5153</li><li>LinkedIn: <a href="https://www.linkedin.com/in/dave-freitag-4a71093/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/dave-freitag-4a71093/</a></li></ul><br/>
June 1, 2023
Spousal Lifetime Access Trusts (SLAT’s) with Carly Brooks
<ul><li>Name & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock </li><li>Email: <a href="mailto:caroline_brooks@jhancock.com" rel="noopener noreferrer" target="_blank">caroline_brooks@jhancock.com</a> </li><li>Phone Number: 888-266-7498, opt. 4 </li><li>LinkedIn: <a href="https://urldefense.com/v3/__https://www.linkedin.com/in/caroline-brooks-b7061b31/__;!!CScduHDFkdaA!PFjFgbL0Ye_SxNypIz5oJ43UwQJnC3p5m_KSK9fQj-ZIIG4kNTj3p71l1cVpD6-Edm5htb2bPpH_QU58-wDIyWDyA5tmQ0bwqjjxHJQmzIE$" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/caroline-brooks-b7061b31/</a> </li><li>Other places we'll see your name: <a href="https://urldefense.com/v3/__https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208__;!!CScduHDFkdaA!PFjFgbL0Ye_SxNypIz5oJ43UwQJnC3p5m_KSK9fQj-ZIIG4kNTj3p71l1cVpD6-Edm5htb2bPpH_QU58-wDIyWDyA5tmQ0bwqjjxJZK-0_I$" rel="noopener noreferrer" target="_blank">https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208</a> </li></ul><br/>
May 3, 2023
Credit Shelter Trusts with Michael Markhoff
<p>Name and Company: Danzinger and Markhoff</p><p>email: mmarkhoff@dmlawyers.com</p><p>Phone Number: 914-948-1556</p><p>Company Bio: <a href="https://danzigermarkhoff.com/attorney-mmarkhoff.php" rel="noopener noreferrer" target="_blank">https://danzigermarkhoff.com/attorney-mmarkhoff.php</a></p><p>Linkedin: <a href="https://www.linkedin.com/in/michael-markhoff-120978/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/michael-markhoff-120978/</a></p><p><a href="https://leathermansloop.org/history/muddiest-runners/" rel="noopener noreferrer" target="_blank">https://leathermansloop.org/history/muddiest-runners/</a></p>
8 total episodes available
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Frequently asked questions
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- What is The Affluent Advisor?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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