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Ep 282. High-Net-Worth Challenges with Mike Shudel
Manage episode 507105798 series 3577215
David welcomes back financial advisor, Mike Schudel, to discuss the unique challenges high-net-worth families and business owners face in planning for succession, taxes, and wealth transfer. They unpack why no single advisor can cover all the complexities, the importance of building a coordinated team, and how research-backed models like Wharton’s help manage risk for retirees and entrepreneurs alike.
150 episodes
Manage episode 507105798 series 3577215
David welcomes back financial advisor, Mike Schudel, to discuss the unique challenges high-net-worth families and business owners face in planning for succession, taxes, and wealth transfer. They unpack why no single advisor can cover all the complexities, the importance of building a coordinated team, and how research-backed models like Wharton’s help manage risk for retirees and entrepreneurs alike.
150 episodes
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