• treecityweb

8/13/2022 - Epic Mistakes

When you’re young, recovering from financial mistakes can easily be done. But when you’re aging closer to retirement, not so much. Brian and Kent give out cautionary flags regarding the sales of annuities and other similar products. Also, attorney Steve Rausch joins in via phone to discuss designing trusts and proper estate plans.


Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

Steve Rausch, Attorney


https://www.therealmoneypros.com

https://www.treecityadvisors.com

https://www.capitalcitylawoffice.com


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