You’ve Saved $2M in Brokerage Assets: Now What? | Episode 54: FPOG Podcast

Posted by Jared Machen | CPG Professionals, Financial Planning, Oil & Gas, Podcast

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We’ll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs.