Aug 5, 2024
Joe Walters, a second-generation Financial Advisor, leads Legacy Wealth Management in asset growth and preservation for 20 years. Actively involved in his community, Joe resides in Sacramento with his wife, Sue, and their four sons. CA Insurance Producer License...
Aug 2, 2024
Meet Brian Luebben, an Entrepreneur, Podcaster, and Real Estate Investor based in Atlanta, GA. Brian’s journey began in college when he founded his first company, GreekBeats DJ/Entertainment. Despite reaching the top of a Fortune 500 Company’s Sales...
Jul 29, 2024
Jason was born in Sacramento. He’s spent the last 18 years in the Greater Sacramento Area after moving from the Bay Area. Following high school he studied Business and knew one day he would go into business for himself. After working in numerous restaurants he...
Jul 26, 2024
Samina Chowdhury specializes in helping residents in Howard, Montgomery & Baltimore County achieve their Dream Home goals swiftly through her unique selling system. With over 18 years of experience and as a member of the Bob Lucido Team at Keller Williams Lucido...
Jul 19, 2024
Dave Zook, founder of The Real Asset Investor. Dave’s expertise in tax strategy and investments stems from his journey in navigating tax liabilities and building wealth. Through his venture, he empowers others with educational resources and strategic investments...
Jul 15, 2024
Meet Brad Rymer, the Fund Co-Manager and CFO/CIO with a track record of success in leading financial operations for top-tier companies. With extensive experience in managing multi-million dollar portfolios, Brad is the Founder and President of Cloverleaf Capital...
Deferred Sales Trust Company > Capital Gains Tax Solutions Podcast > Page 41
