Wealth Accumulation Nation

Описание: FORVIS Private Client™ advisors Carlee Lynn, CFP® and Zach Swartz, CFA® join host Damien Martin to demystify the world of accumulating wealth and share real-world examples of the benefits of working with a financial planner. Here’s what they discuss:

• Who are Carlee and Zach and how did they get into the finance industry? @00:57
• Who and what are the Wealth Accumulation Team? @04:54
• It takes a multidisciplinary team @08:15
• A real-world example with serving physicians @10:26
• How to know if you need a financial advisor @12:42
• Jargon and other common challenges @16:35
• Planning for phases of life and competing goals @19:40
• What if I feel uncomfortable talking about finances? @24:20
• Three top tips from Carlee and Zach @26:58
• What Carlee and Zach enjoy most about what they do @32:01
• Closing thoughts @33:36

The services discussed in the episode may include investment advisory services provided by FORVIS Wealth Advisors, LLC, an SEC-registered investment advisor, and/or accounting, tax and related solutions provided by FORVIS, LLP.

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Disclaimer: The information contained in this Simply Tax® production is based on data available as of the date of its release and is not to be considered as tax, legal, or financial advice. Applying specific information to your situation requires careful consideration of facts and circumstances, and FORVIS, LLP is under no obligation to update this content if changes occur. Please consult your tax, legal, or investment advisor before acting on any matters covered.

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