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From the Sidelines to the Spotlight: Winning Strategies with Thomas Archer
Manage episode 443028565 series 3434332
Conteúdo fornecido por Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Wiggin and Dana LLP's Erin Nicholls and Michael Clear, Dana LLP's Erin Nicholls, and Michael Clear ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
In this powerhouse episode, hosts Erin Nicholls and Michael Clear step up to the plate with Thomas Archer, a certified financial planner and owner of the Thomas J. Archer Companies, to discuss the nuances of estate planning and business succession for high net-worth individuals, including professional athletes and business owners. Archer, not one to sit on the sidelines, shares his personal journey from a humble beginning to amassing a clientele that includes billionaires and professional athletes, emphasizing the importance of proper financial planning, asset protection, and the pitfalls of lacking financial literacy. This episode is a playbook on effective strategies for preserving wealth across generations and underscores the significance of understanding the changing tax landscape. Tune in for an insightful discussion on making informed decisions that ensure your financial legacy is in the hall of fame, not the hall of shame.
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