Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
Social Security Education Without the Sales Pitch
Today, Paul talks about his most recent webinar on Social Security and why it’s fairly rare to find education in this industry