Pouring Wisdom and Sipping Success one episode at a time!In this episode of The Spirited Agent podcast, hosts Jason Combs and Matt Zelenik sit down with estate planning attorney Rick Nickels for a deep dive into the essentials of estate planning. Whether you're just getting started or looking for advanced strategies, this Estate Planning Masterclass has you covered!We break down:✅ The basics of estate planning and why it’s crucial✅ Advanced strategies for business owners✅ The different types of trusts and how they work✅ How estate planning can protect wealth and assets for future generationsAnd, of course, no episode is complete without our Drink of the Day! This time, we’re sipping on Elijah Craig Barrel Proof Batch A124 – a powerhouse bourbon that packs a punch, just like a solid estate plan! 🥃Hit LIKE, SUBSCRIBE, and drop a comment with your biggest estate planning question! Cheers! 🍻#EstatePlanning #BusinessOwners #Trusts #WealthProtection #TheSpiritedAgent #Whiskey #ElijahCraig #PodcastBrought to you by Millennium Brokerage GroupInstagram: @thespiritedagentpod  Website: https://thespiritedagentpodcast.buzzsprout.com Connect with MBG on LinkedIn: https://www.linkedin.com/company/millennium-brokerage-group-llc

Ver todos los episodios