48 min
You Need to Have a Plan Real 510
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- Investing
Fred Hertz has known his friend Carl for over 40 years, from the time he moved to the Bay Area. When Carl fell ill, with no family in the area, Fred took the lead on managing his affairs.
In this interview, Fred shares the struggles, the victories, and lessons learned while leading an all-volunteer team who took care of everything: from the sale of the condo, to dealing with bureaucracy, unforeseen delays in plans, helping his friend understand and cope with his “new normal" and much more!
The bottom line? Have a plan for when the unexpected happens.
Fred Hertz has known his friend Carl for over 40 years, from the time he moved to the Bay Area. When Carl fell ill, with no family in the area, Fred took the lead on managing his affairs.
In this interview, Fred shares the struggles, the victories, and lessons learned while leading an all-volunteer team who took care of everything: from the sale of the condo, to dealing with bureaucracy, unforeseen delays in plans, helping his friend understand and cope with his “new normal" and much more!
The bottom line? Have a plan for when the unexpected happens.
48 min