Wealth In Waves

Author: Josh Null

Wealth in Waves is a limited-series podcast featuring advanced planning concepts for mature business owners along the Gulf Coast. Co-hosts Josh Null and Will Steih discuss and explain concepts around investment management, financial planning and tax planning.
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Language: en

Genres: Business, Entrepreneurship, Investing

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BOSS 2.0: Should I put my assets into a Trust?
Episode 19
Thursday, 20 July, 2023

Josh Null and Will Steih of Gulf Coast Financial Advisors discuss the intricate world of legal trusts as what should be a seamless intergenerational wealth transfer becomes ensnared in complex challenges. Want To Know More About Will and Josh?If you would like to continue the conversation with Josh and Will, make an appointment on our website at https://gulfcoastfa.com/, or feel free to call 251-327-2124 or email jnull@gulfcoastfa.com.