Listen "The Fundamentals of Estate Planning with Jen Santini, J.D. (Ep. 17)"
Episode Synopsis
Did you know you have an estate plan whether you know it or not? Uncover the critical importance of choosing the right proxies in estate planning with professional guidance on this episode of the MedTech Wealth Advisor Podcast. Matt Nelson discusses the fundamentals of estate planning with Jen Santini, an esteemed leader within the Minnesota …
More episodes of the podcast The MedTech Wealth Advisor Podcast
The One Big Beautiful Bill Breakdown
24/07/2025
You Just Got Some RSUs- Now What?
17/07/2025
Roth 401k: Smart Moves You’re Missing
08/05/2025
Medtronic Benefits Employees Miss Out On
01/05/2025
Forced Into Retirement Early – Now What?
24/04/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.