The Priority of Retirement

Leaving Your Mark through Estate Planning with Adam Zuckerman

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About Adam Zuckerman: Adam Zuckerman is the Founder of Buried in Work, a company dedicated to simplifying estate planning and transitions for individuals and businesses. With a background as an attorney, MBA, and Eisenhower Fellow, Adam's expertise spans finance, media, consumer packaged goods, and clean energy. He is a recognized thought leader on the impact of future-facing technologies and has significantly contributed to innovation ecosystems through his ventures and advisory roles. Adam has held notable positions, including at Discovery Inc., and continues to drive progress at the intersection of enterprise growth and technological advancement.
In this episode, Shawn and Adam Zuckerman discuss:


"If you don't get started and you don't know about these terms, you're not going to have them in time for when you actually need them." — Adam Zuckerman Connect with Adam Zuckerman:  Buried in Work Website: https://www.buriedinwork.comPersonal Website: https://www.adamzuckerman.com/LinkedIn: https://www.linkedin.com/in/adamzuckerman/
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:Website- https://www.retirewisepro.com/YouTube- https://www.youtube.com/channel/UCiIMGdosN-snkV5gFt7FRSgLinkedIn- https://www.linkedin.com/in/shawn-maloney-retire-wiseInstagram- https://www.instagram.com/retirewise_llc/Facebook- https://www.facebook.com/ShawnMaloney.RetirementPlanning/
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

Adam Zuckerman is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Buried in Work is not affiliated with Retire Wise LLC. or AEWM.The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation.Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25