The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Wealth management is highlighted in this show. He also touches upon making solid investments and the current state of the markets. Our guests today are Brad Williams and Jay Lebed of Boston Portfolio Advisers. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Wealth management is highlighted in this show. He also touches upon making solid investments and the current state of the markets. Our guests today are Brad Williams and Jay Lebed of Boston Portfolio Advisers. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Wealth management is highlighted in this show. He also touches upon making solid investments and the current state of the markets. Our guests today are Brad Williams and Jay Lebed of Boston Portfolio Advisers. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Wealth management is highlighted in this show. He also touches upon making solid investments and the current state of the markets. Our guests today are Brad Williams and Jay Lebed of Boston Portfolio Advisers. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Financial planning is highlighted in this show. He also touches upon retirement and insurance plans . Our guest today is Francesca Federico of Twelve Points Wealth Management. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Financial planning is highlighted in this show. He also touches upon retirement and insurance plans . Our guest today is Francesca Federico of Twelve Points Wealth Management. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Financial planning is highlighted in this show. He also touches upon retirement and insurance plans . Our guest today is Francesca Federico of Twelve Points Wealth Management. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis goes solo on this episode continuing the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Financial planning is highlighted in this show. He also touches upon retirement and insurance plans . Our guest today is Francesca Federico of Twelve Points Wealth Management. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis continues the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Elections and investments are highlighted in this show. He also touches upon the role of the Governor’s Council in our state. Our guest today is Brian Williams. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis continues the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Elections and investments are highlighted in this show. He also touches upon the role of the Governor’s Council in our state. Our guest today is Brian Williams. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis continues the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Elections and investments are highlighted in this show. He also touches upon the role of the Governor’s Council in our state. Our guest today is Brian Williams. Sit back and enjoy another Total Counselor Show.
The Total Counselor Allen Margulis continues the ever so relevant concept of Minds Around the Table TM as he discusses estate planning, taxes and real estate in this show. Elections and investments are highlighted in this show. He also touches upon the role of the Governor’s Council in our state. Our guest today is Brian Williams. Sit back and enjoy another Total Counselor Show.
Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz begin the discussion with how he got started in the industry, how he best helps clients and developing the strategy to meet one's objectives. A great conversation as we expand the Minds Around theTable TM
Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz continue the discussion with the web as a resource but not for the execution of your plan. the Life insurance audit to determine if your plan truly meets your needs A great conversation as we expand the Minds Around theTable TM
Spotlight on Yan Katz of the Bulfinch Group. The Total Counselor Allen Margulis and Yan Katz continue the discussion with the question "I have an Advisor already, how do I know they are doing the best job for me, what questions should I be asking and should I search for a new Advisor? A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Goal based planning, the Minds around the table in the office and outside and how the Twelve Points Wealth Management Team approaches planning for their clients. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's idea of looking at the total plan, asset allocation, volatility and the overall process for planning with the team at Twelve Points Wealth Management. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's reading list, roboadvisors, the nonjudgment zone of financial advisory. A great conversation as we expand the Minds Around theTable TM
Spotlight on Dave Clayman of Twelve Points Wealth Management. The Total Counselor Allen Margulis and Dave talk in this segment about parental instinct, paying for education and financial planning key point. A great conversation as we expand the Minds Around theTable TM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance, the “need behind the need” and "plan, plan and when your done plan some more". A great conversation as we expand the Minds Around the TableTM
Spotlight on Richard Wallner of Lakeside Financial, LLC. The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”. A great conversation as we expand the Minds Around the TableTM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM
Spotlight on Rob Skloff of Silver Pine Capital, LLC . The Total Counselor Allen Margulis and Rob Skloff discuss bringing institutional level portfolio and risk management to the individual investor. A great conversation as we expand the Minds Around theTable TM