Description

• Dreaming Together
• Growing Up and Background
• The (4) Pillars
  • Risk Management
  • Taxes
  • Planning
  • Succession
• The Biggest Mistakes
• Focus on Liquidity
  • Liquidity is an unbelievable solver of threats
• Find a Whole Life policy that does not have commissions built into it: Guardian, Mass Mutual, Lafayette Life.
• Use the right tools - you can get creative on leverage.
• Beware of TikTok Accountants!
• Accumulation and Decumulation
• Money is a Magnifier

Connect with Claudio:

Instagram: https://www.instagram.com/gfgsolutions/?hl=en

"Invest The Difference" Podcast:https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484

Website: https://gambinfinancial.com/

Facebook:https://www.facebook.com/gambinfinancialgroup/