))
Planning opportunities in a rising interest rate environment
Manage episode 479591545 series 3662126
Content provided by Matthew Mammola and CIBC Private Wealth US. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matthew Mammola and CIBC Private Wealth US or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
As interest rates begin to rise, now may be a good time to consider certain estate planning strategies that leverage lower interest rates. Implementing such a strategy and locking in a lower interest rate today may allow more wealth to be transferred at a reduced cost.
…
continue reading
49 episodes
Share
