Episode 33

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Published on:

18th Dec 2023

Optimizing Your Financial World - Episode 33 (What are Your Biggest Financial Concerns?)

We all have financial concerns of some sort or another.

On the latest episode of Optimizing Your Financial World, we're taking a closer look at some of the key concerns shared by many affluent individuals and families today. How many of these concerns are on your own list of issues to address?

Chapters:

0:00 - Introduction and overview on the topic of the day

1:35 - Managing your wealth is like managing your health

3:10 - Preserving your wealth over the course of your lifetime

6:16 - Affluent people aren't always as "all set" as you would think

8:34 - The enhancement of wealth over time

10:45 - Taxes can create questions and uncertainty

13:08 - Estate planning is a crucial concern of the affluent

15:52 - Asset protection and guarding your wealth is a top concern of the affluent

18:08 - The charitable side of wealth planning

20:34 - How to get in touch with Mark and his team

24:24 - Closing remarks





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About the Podcast

Optimizing Your Financial World
It's about how much you get to keep!
Welcome to Optimizing Your Financial World, where we tackle an array of financial strategies and wealth management topics to help better position you, your family, or your business for a better future.

Each episode features Mark Wade, President of Echelon Family Office, who brings over four decades worth of experience in wealth management and investment planning to the show. Mark regularly works with affluent families and entrepreneurs to help better position their portfolios given their personal and professional goals.

Listen as Mark explores a new financial topic each episode and offers guidance on navigating these complex circumstances. At the end of the day, it's not about how many assets you have or how much income you create, it's about how much you get to keep!

So sit back, relax, and allow Mark to shed some light on countless financial strategies and his methodologies for helping four decades worth of clients optimize their financial world.