Artwork

Content provided by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear 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.
Player FM - Podcast App
Go offline with the Player FM app!

From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer

29:26
 
Share
 

Manage episode 443028565 series 3434332
Content provided by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear 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.

In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one to sit on the sidelines, shares his personal journey from a humble beginning to amassing a clientele that includes billionaires and professional athletes, emphasizing the importance of proper financial planning, asset protection, and the pitfalls of lacking financial literacy. This episode is a playbook on effective strategies for preserving wealth across generations and underscores the significance of understanding the changing tax landscape. Tune in for an insightful discussion on making informed decisions that ensure your financial legacy is in the hall of fame, not the hall of shame.

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 443028565 series 3434332
Content provided by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear 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.

In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one to sit on the sidelines, shares his personal journey from a humble beginning to amassing a clientele that includes billionaires and professional athletes, emphasizing the importance of proper financial planning, asset protection, and the pitfalls of lacking financial literacy. This episode is a playbook on effective strategies for preserving wealth across generations and underscores the significance of understanding the changing tax landscape. Tune in for an insightful discussion on making informed decisions that ensure your financial legacy is in the hall of fame, not the hall of shame.

  continue reading

47 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play