))
How to Not be a Burden on your Kids - Episode 10
Manage episode 427372725 series 3564091
Contenu fourni par Christine Janaske and Bogart Wealth. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Christine Janaske and Bogart Wealth ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Financial Advisor Morgan Veth, CFP®, joins James Bogart, CFP®, CHFC® to discuss how a sound financial plan can lift the burden on your kids regarding financial, medical, and lifestyle decisions in your older age.
Call, log in, or visit to learn how we can help.
703-570-8651
IMPORTANT DISCLOSURE INFORMATION
The previous presentation by Bogart Wealth, LLC (“Bogart”) was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from Bogart or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Bogart is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bogart is engaged, or continues to be engaged, to provide investment advisory services. A copy of Bogart’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://www.bogartwealth.com.
https://bogartwealth.com/important-disclosure-information/
Registration as an investment adviser (RIA) does not imply a certain level of skill or training.
18 episodes
Partager
