Do I need a Trust?

04/04/2022 51 min
Do I need a Trust?

Listen "Do I need a Trust?"

Episode Synopsis

Episode 22 of Money & Stuff Podcast.Sam Rodriguez CFP®  & Conor Shepard talk trusts and if you need one.Want to talk to an advisor about something you heard in this episode?Reach out to us: www.foundationwealthpartners.com/contactInterested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Sam an Email Today: [email protected] offered through LPL financial member, FINRA slash SIPC Investment advice offered through foundation wealth partners, a DBA of advisor resource council and registered investment advisor foundation, wealth partners and advisor resource council are separate entities from LPL financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual.To determine which strategies or investments may be suitable for you consult the appropriate qualified professional prior to making a decision