The Affluent Advisor

Tom Henske
  • 5.0 (1)
  • INVESTING
  • UPDATED SEMIWEEKLY

A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable on a wide variety of topics.

Episodes

  1. 07/01/2023

    Social Security Planning with David Freitag

    Name & Company: David Freitag, MassMutual  Email: dfreitag@massmutual.comPhone Number: 617-235-5153LinkedIn:  https://www.linkedin.com/in/dave-freitag-4a71093/

    19 min

  2. 06/01/2023

    Spousal Lifetime Access Trusts (SLAT’s) with Carly Brooks

    Name & Company: Caroline Brooks, JD, CFP®, CLU, John Hancock Email: caroline_brooks@jhancock.com  Phone Number: 888-266-7498, opt. 4 LinkedIn:  https://www.linkedin.com/in/caroline-brooks-b7061b31/ Other places we'll see your name: https://podcasts.apple.com/us/podcast/hancock-talks/id1502291208

    16 min

  3. 05/03/2023

    Credit Shelter Trusts with Michael Markhoff

    Name and Company: Danzinger and Markhoff email: mmarkhoff@dmlawyers.com Phone Number: 914-948-1556 Company Bio: https://danzigermarkhoff.com/attorney-mmarkhoff.php Linkedin: https://www.linkedin.com/in/michael-markhoff-120978/ https://leathermansloop.org/history/muddiest-runners/

    20 min

  4. 04/03/2023

    Taxation of Executive Stock Compensation with Travis Hood

    Name & Company: Travis L. Hood, CPA/PFS , Kahan, Steiger & Company, P.C.Email: Travis@kahansteiger.comPhone Number: 203-327-5717Company BioLinkedInEstate Planning Council of Lower Fairfield County

    17 min

  5. 03/02/2023

    Elder Care Planning with Joan Wilson

    Name & Company: Joan Wilson, Reed Wilson Case LLC  Email: jwilson@reedwilsoncase.com Phone Number: 860-669-1222 Company Bio LinkedIn Facebook: https://www.facebook.com/search/top?q=reed%20wilson%20case Other places we’ll see your name: https://naela.org/Shared_Content/Directories/Profile.aspx?id=15204

    17 min

  6. 02/07/2023

    The College Funding Landscape with Brock Jolly

    Name & Company: Brock Jolly, Veritas Financial & The College Funding Coach   Email: bjolly@vfwealth.com  Phone Number: (703) 424-2401  Company Bio  LinkedIn   US News

    20 min

  7. 10/19/2022

    Understanding Life Settlements withJamie Mendelsohn, Ashar Group

    Name & Company: Jamie Mendelsohn, Ashar Group  - Life Settlements and Life Insurance ValuationEmail: jamie@ashargroup.comPhone Number: 321-441-1119Company Bio: ashargroup.com/aboutLinkedIn:  Jamie’s:  Jamie Mendelsohn | LinkedInFacebook:  Ashar’s: facebook.com/ashargroupTwitter: Ashar's: @AsharGroup Longevity Throws a Wildcard in the Best-Laid PlansTrust-Estates-Article-The-Role-of-Life-Settlements-in-Estate-Planning-April-2022.pdf (ashargroup.com)Trust-Estates-Trumped.pdf (ashargroup.com)

    15 min

  8. 09/30/2022

    Introducing The Affluent Advisor

    Join Tom Henske for the Affluent Advisor. A place where advisors of all stripes, attorneys, accountants, insurance professionals can come to get small ,bite sized pieces of information from peers.

    1 min

Trailer

About

A place where advisors, accountants, attorneys, insurance professionals, or financial advisors can come to get small bite size pieces of information from our peers to keep us current and knowledgeable on a wide variety of topics.

Information

  • Creator
    Tom Henske
  • Years Active
    2022 - 2023
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © Copyright 2023 Tom Henske
  • Show Website
    The Affluent Advisor