050: Efficient Estate Settlements with Josh Yager
Million Dollar Producer Show - Podcast tekijän mukaan Paul G. McManus
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In this episode, I welcome Josh Yager, managing partner at Anodos and a licensed attorney, to discuss the often complex world of estate planning and settlement. This episode explores Josh's innovative approach to collaboration among professionals in law, accounting, and financial planning to ensure effective estate settlements.Josh's Journey: From Financial Planning to Legal ExpertCareer Transition: Originally a financial planner and a CFP, Josh spent 15 years creating financial plans and man...