What happens to everything you built if the wrong person gets access to it?
Andy Bowman, CEO of Citadel Financial Services, has spent decades helping families protect their assets. Then a trusted business partner running a Ponzi scheme cost him seven figures, and he rebuilt his approach around values first.
Andy and Ben talk about putting protection in place before trouble arrives, why estate documents are really a letter to your family, and why your advisors should work together instead of in separate rooms.
If you have something worth protecting and have never put a plan in writing, start here. Listen now.
Listen on Apple Podcasts | Spotify | YouTube
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