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Sandwich Conversations, Part of taking care of the whole family forever
Manage episode 367864689 series 3477430
Kandungan disediakan oleh Jerry Yu. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Jerry Yu 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.
On today’s Fortify Your Financial Kingdom, Doug and Jerry discuss:
● Tell me about the sandwich – what do you mean by that?
● You talk about the fact that there is more to prepare for the future other than for college and retirement…what else is there Jerry?
● You mention in this chapter of the need to keep documents up to date. What documents are you referring to?
● What programs can help you keep your plans in place? You mention in this chapter “legal documents.”
Contact Jerry:
Website: www.reignfinancialservices.us
Linkedin: www.linkedin.com/in/jerry-yu-4a293430/
Facebook: www.facebook.com/reign.financial.insurance
Instagram:
www.instagram.com/reign.financial
YouTube: Search for “Jerry Yu – The Family Money Doctor”
Office: 500 Technology Dr., #300. Irvine, CA 92618 Work: (626) 269-9098
Cell: (626) 890-0090
Email: jerry.yu@reignfinancialservices.us
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