This week we are launching the first episode in our series on Foundational Estate Planning with guest, Brady Marlow, a Certified Financial Planner with Carson Wealth. Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks with Brady about how to consolidate recommendations, quiet the noise from too many voices, and how to best use multiple disciplines to gain the smartest strategies for your estate plan. This podcast is particularly helpful for Entrepreneurial families. Listen in to learn how collaboration can be more cost-effective and provide a centralized, decision-making dashboard that focuses on the family’s idea of success.
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