Search for: "EPS Advisors LLC"
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17 Feb 2018, 12:00 am
Click the link below to watch the show: Make It Last – Ep 44 – Is Your Financial Advisor Worth The Cost? [read post]
24 Jun 2019, 1:21 pm
For more information, visit Medina Law Group or Palante Wealth Advisors. [read post]
28 Apr 2018, 1:00 am
Click the link below to watch the full show: https://www.makeitlastradio.com/ep-53/ Click below to read the full transcript… Announcer: Welcome to “Make it Last. [read post]
3 Apr 2019, 10:00 am
Click below to listen to the full episode… https://www.makeitlastradio.com/ep-99/ Click below to read the full transcription… Announcer: Welcome to “Make It Last,” helping you keep your legal ducks in a row and your nest egg secure, with your host, Victor Medina, an estate planning and elder law attorney and certified financial planner. [read post]
3 Feb 2018, 12:00 am
They’ve got these financial advisors at these little outposts. [read post]
29 Nov 2021, 8:43 am
For more information, visit Medina Law Group or Palante Wealth Advisors. [read post]
14 Nov 2006, 6:52 pm
Understanding & Drafting Business Succession Documents (EP 207) - December 8-9, 2006 This two-day course examines the issues surrounding the use and drafting of the business succession documents discussed in the BEI Advisor Boot Camp, including buy-sell agreements, employee stock ownership plans, stock purchase and bonus plans, and more. [read post]
15 Jan 2019, 4:00 am
For more information, visit Medina Law Group or Palante Wealth Advisors. [read post]
17 Mar 2018, 1:00 am
Click the link below to watch the show: Make It Last – Ep 48 – Why Is Estate Planning Important & How To Select An Asset Manager Click below to read the full transcript… Announcer: Welcome to “Make It Last. [read post]
10 Mar 2018, 12:00 am
When it comes down to segment one, one of the things I want to talk about is some of the stuff that’s going in these brokerage houses, investment advisors. [read post]
6 Aug 2019, 11:00 pm
For more information, visit Medina Law Group or Palante Wealth Advisors. [read post]
10 Feb 2018, 12:00 am
Click the link below to watch the show: Make It Last – Ep 43 – Stock Market Roller Coaster and Should You Stay With Your Company 401k? [read post]
27 Jan 2018, 12:00 am
They’re the people that deal with Schwab, and their advisor, Alliance. [read post]
7 Apr 2018, 1:00 am
Click the link below to watch the show: https://www.makeitlastradio.com/ep-50/ Click below to read the full transcript… Announcer: Welcome to “Make It Last”. [read post]
16 Dec 2017, 12:00 am
Click the link below to watch the show: Make It Last – Ep 36 – 7 Year End Tax Planning Tips Click the link below to read the full transcript… Announcer: Welcome to “Make It Last. [read post]
21 Apr 2018, 1:00 am
Click the link below to watch the show: https://www.makeitlastradio.com/ep-52/ Click below to read the full transcript… Announcer: Welcome to “Make It Last,” helping you keep your legal ducks in a row and your nest egg secure, with your host, Victor Medina, an estate planning and elder law attorney and Certified Financial Planner. [read post]
3 Mar 2018, 12:00 am
To complicate matters, the last advisor that they had worked with had sold them bad products. [read post]
14 Apr 2018, 1:00 am
Click the link below to watch the show: https://www.makeitlastradio.com/ep-51/ Click below to read the full transcript… Announcer: Welcome to “Make It Last. [read post]
24 Feb 2018, 12:00 am
They might look at referrals that they can get from their financial advisor or from their accountant or from their friends, people like them. [read post]
9 Dec 2017, 12:00 am
Click on the link below to watch the show: Make It Last – Ep 35 – BitCoin Bonanza & Are Your Medicare Premiums Increasing? [read post]