Gary Goldberg, a compassionate financial advisor with over 30 years of experience, is known for his ability to connect with clients on a personal level. Gary's background includes helping his own family overcome financial difficulties, which has led him to focus on assisting others in achieving a stress-free retirement. His expertise extends to working with marginalized communities, such as LGBTQ+ individuals and small business owners. Gary's approach emphasizes the mindset and attitude behind financial planning, ensuring that each client feels heard and understood. With a unique blend of humor and charisma, Gary brings a fresh perspective to an often dry and complex subject.
Listen to this informative Legacy Leaders episode with Gary Goldberg about Pursuing Financial Freedom, The Importance of a Peaceful Mindset, Making Planning for Death a Joyful Experience, Leaving a Legacy of Helping Others, and The Power of Humor in Learning.
Here is what to expect on this week’s show:
●    Discover the significance of early retirement and legacy planning for achieving peace of mind
●    Uncover innovative strategies for structuring assets and beneficiary designations specifically for marginalized groups
●    Recognize the crucial need for financial advisors to truly comprehend their clients' requirements and provide customized guidance
●    Appreciate the vital role of approachability and humor when broaching the topics of death and financial planning
●    Understand that the mindset and attitude behind financial planning are just as important as crunching the numbers
 
Connect with Gary Goldberg:
Website: www.checkwithgary.com
LinkedIn: https://www.linkedin.com/in/gary-goldberg/
Facebook: https://www.facebook.com/mgoldberginsurance/
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