Get Excited! Estate Planning and Asset Protection
06/10/21 • 18 min
Don't wait! Get excited now about how you want your estate handled and why you need to protect your assets.
If you already have a will, when should you review or make changes?
Royal Harbor Partners' Natalie Picha and her guest Marc Schneider of Waldron & Schneider Law Firm discuss why it is so import to plan ahead and make those hard decisions now before you leave it all for someone else.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Don't wait! Get excited now about how you want your estate handled and why you need to protect your assets.
If you already have a will, when should you review or make changes?
Royal Harbor Partners' Natalie Picha and her guest Marc Schneider of Waldron & Schneider Law Firm discuss why it is so import to plan ahead and make those hard decisions now before you leave it all for someone else.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Previous Episode
Why Portfolio Construction Matters.
If you have ever wondered what your financial advisor is talking about, listen in on a revealing and informative talk about our portfolio construction.
Glenn Royal and Natalie Picha discuss the inner workings of investment portfolios, our investment philosophy, why we stress test our portfolio and what exactly are thematics.
Get to know us at: www.royalharborpartners.com
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
Next Episode
Mid-Year 2021 Outlook: From Recovery to Recovered
In this episode of RHP Market Talk, Natalie Picha and Glenn Royal are joined by special guest, Meera Pandit, CFA, J.P. Morgan, Vice President, Global Market Strategist.
Meera shares her insights on international markets, housing market volatility and J.P. Morgan's market forecast for the remainder of 2021.
Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you.
Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you.
https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530
RHP Market Talk - Get Excited! Estate Planning and Asset Protection
Transcript
Hello, and welcome back to RHP Market Talk. I am Natalie Picha, Partner with Royal Harbor Partners and today I am joined by a special guest Mark Schneider, co-founder of the Waldron and Schneider Law Firm in Clear Lake Texas, here to discuss asset protection and estate planning. Areas that each of our clients should focus on for a strong financial plan. Good morning, Mark. Welcome to RHP Market Talk.
Marc SchneiderIf you like this episode you’ll love
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