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The Wealthy Custodian on Retirement and Hiring an Estate Fiduciary (#381)

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Manage episode 492535808 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

  continue reading

304 episodes

Artwork
iconShare
 
Manage episode 492535808 series 1175564
Content provided by Daniel Otter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Otter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

We check in with Jeff York on how retirement’s going and discuss his attempts to hire an estate fiduciary who would act as the trustee of his estate.

Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

  continue reading

304 episodes

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