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المحتوى المقدم من The Crotchety Old Men. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Crotchety Old Men أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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COMP REWIND - Securing Your Financial Legacy: An Insightful Discussion with N Z Bryant Jr., Co-Founder of Patterson Bryant Incorporated

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Manage episode 378853241 series 3482578
المحتوى المقدم من The Crotchety Old Men. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Crotchety Old Men أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

How often do we contemplate the financial legacy we are leaving behind? This week, we're thrilled to have the remarkable N Z Bryant Jr., co-founder of the financial services firm Patterson Bryant Incorporated, joining us. Our conversation revolves around his inspiring personal journey, his vast experience in financial services, and the importance of planning your financial legacy.
We start off with a deep-dive into Mr. Bryant's life story, and the financial legacy his great-great-great grandfather left for his family. His insights into the beauty of saving and investing are truly thought-provoking. We also discuss the significance of financial literacy among young people, laying stress on the understanding of 'why' behind money management. He also sheds light on the powerful tools of insurance and buy-sell agreements, and the role they play in securing business legacies for future generations.
As we navigate the complex world of estate planning and trusts, Mr. Bryant provides a roadmap to the implications of buy-sell agreements and key person insurance policies for businesses. From varying state laws concerning estate planning to the potential consequences of not having a trust, we touch upon it all. If you're looking to take control of your financial future and secure your legacy, this episode is a treasure trove of knowledge. Remember to tune into Crouchydale Men podcast every Thursday to equip yourself with the essential financial tools to build wealth and maximize health.

Send us a text

Support the show

send questions or comments to the podcast host @ Thecrotchetyoldmenpodcast@gmail.com

  continue reading

فصول

1. COMP REWIND - Securing Your Financial Legacy: An Insightful Discussion with N Z Bryant Jr., Co-Founder of Patterson Bryant Incorporated (00:00:00)

2. Legacy Planning and Financial Literacy (00:00:03)

3. Importance of Legacy and Financial Planning (00:11:13)

4. Importance of Estate Planning and Trusts (00:18:06)

5. Success and Health on Crouchydale Men (00:30:35)

106 حلقات

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iconمشاركة
 
Manage episode 378853241 series 3482578
المحتوى المقدم من The Crotchety Old Men. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The Crotchety Old Men أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

How often do we contemplate the financial legacy we are leaving behind? This week, we're thrilled to have the remarkable N Z Bryant Jr., co-founder of the financial services firm Patterson Bryant Incorporated, joining us. Our conversation revolves around his inspiring personal journey, his vast experience in financial services, and the importance of planning your financial legacy.
We start off with a deep-dive into Mr. Bryant's life story, and the financial legacy his great-great-great grandfather left for his family. His insights into the beauty of saving and investing are truly thought-provoking. We also discuss the significance of financial literacy among young people, laying stress on the understanding of 'why' behind money management. He also sheds light on the powerful tools of insurance and buy-sell agreements, and the role they play in securing business legacies for future generations.
As we navigate the complex world of estate planning and trusts, Mr. Bryant provides a roadmap to the implications of buy-sell agreements and key person insurance policies for businesses. From varying state laws concerning estate planning to the potential consequences of not having a trust, we touch upon it all. If you're looking to take control of your financial future and secure your legacy, this episode is a treasure trove of knowledge. Remember to tune into Crouchydale Men podcast every Thursday to equip yourself with the essential financial tools to build wealth and maximize health.

Send us a text

Support the show

send questions or comments to the podcast host @ Thecrotchetyoldmenpodcast@gmail.com

  continue reading

فصول

1. COMP REWIND - Securing Your Financial Legacy: An Insightful Discussion with N Z Bryant Jr., Co-Founder of Patterson Bryant Incorporated (00:00:00)

2. Legacy Planning and Financial Literacy (00:00:03)

3. Importance of Legacy and Financial Planning (00:11:13)

4. Importance of Estate Planning and Trusts (00:18:06)

5. Success and Health on Crouchydale Men (00:30:35)

106 حلقات

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