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Kandungan disediakan oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Living Well Together with Harrison Wolfe | Ep.25

43:33
 
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Manage episode 424588518 series 3554095
Kandungan disediakan oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

This week's episode of "Living Well Together: Big Life in a Small Town with hosts, Dr. Terry and Lisa, is VERY inspiring! 🎙️ Join them as they welcome Harrison Wolfe, an Associate Wealth Advisor at Buckingham Strategic Wealth, who brings a wealth of knowledge and experience in personal finance. 💼✨

Harrison, who now lives in the charming town of Morrow, OH with his wife Hannah and their three boys, grew up running the streets of Rona Hills and has a deep-rooted connection to small-town living. 🏡 He attended Black Lane Elementary and Beavercreek City Schools, playing sports all along. After graduating from the University of Cincinnati with a major in Accounting and Finance in 2015, he kick-started his career in personal finance in Cincinnati. 🌆

At Buckingham Strategic Wealth, Harrison is passionate about helping people make smart financial decisions, giving them the confidence to pursue their dreams and goals. Unlike the common perception of financial advisors as mere stock brokers, Harrison emphasizes a holistic approach to financial planning. It all starts with getting to know people and understanding their unique aspirations and the legacy they want to leave behind. 📈👨‍👩‍👦‍👦

In this episode, Harrison will share his insights on creating comprehensive financial plans that cover estate planning, tax planning, risk management, and retirement planning. 📝💡 He believes that everyone should have a written plan because, as he puts it, "Failing to plan is planning to fail." 📊🗂️

Tune in to learn more about the importance of having a solid financial advisor relationship and how to choose the right advisor for you. Harrison will also discuss Buckingham's unique focus on tax planning and minimizing lifetime tax for clients. 💰🧐

Don't miss out on this engaging and informative episode! Get ready to be inspired and take charge of your financial future. 🎧✨

Visit Buckingham Strategic Wealth at [⁠www.buckinghamstrategicwealth.com⁠](⁠https://www.buckinghamstrategicwealth.com⁠).

#LivingWellTogether #FinancialPlanning #WealthManagement #SmallTownLife #FinancialConfidence #HolisticApproach #TaxPlanning #DreamBig

  continue reading

38 episod

Artwork
iconKongsi
 
Manage episode 424588518 series 3554095
Kandungan disediakan oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dr. Terry McCoskey and Lisa McCoskey, Dr. Terry McCoskey, and Lisa McCoskey atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

This week's episode of "Living Well Together: Big Life in a Small Town with hosts, Dr. Terry and Lisa, is VERY inspiring! 🎙️ Join them as they welcome Harrison Wolfe, an Associate Wealth Advisor at Buckingham Strategic Wealth, who brings a wealth of knowledge and experience in personal finance. 💼✨

Harrison, who now lives in the charming town of Morrow, OH with his wife Hannah and their three boys, grew up running the streets of Rona Hills and has a deep-rooted connection to small-town living. 🏡 He attended Black Lane Elementary and Beavercreek City Schools, playing sports all along. After graduating from the University of Cincinnati with a major in Accounting and Finance in 2015, he kick-started his career in personal finance in Cincinnati. 🌆

At Buckingham Strategic Wealth, Harrison is passionate about helping people make smart financial decisions, giving them the confidence to pursue their dreams and goals. Unlike the common perception of financial advisors as mere stock brokers, Harrison emphasizes a holistic approach to financial planning. It all starts with getting to know people and understanding their unique aspirations and the legacy they want to leave behind. 📈👨‍👩‍👦‍👦

In this episode, Harrison will share his insights on creating comprehensive financial plans that cover estate planning, tax planning, risk management, and retirement planning. 📝💡 He believes that everyone should have a written plan because, as he puts it, "Failing to plan is planning to fail." 📊🗂️

Tune in to learn more about the importance of having a solid financial advisor relationship and how to choose the right advisor for you. Harrison will also discuss Buckingham's unique focus on tax planning and minimizing lifetime tax for clients. 💰🧐

Don't miss out on this engaging and informative episode! Get ready to be inspired and take charge of your financial future. 🎧✨

Visit Buckingham Strategic Wealth at [⁠www.buckinghamstrategicwealth.com⁠](⁠https://www.buckinghamstrategicwealth.com⁠).

#LivingWellTogether #FinancialPlanning #WealthManagement #SmallTownLife #FinancialConfidence #HolisticApproach #TaxPlanning #DreamBig

  continue reading

38 episod

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