How To Use The Money Secrets of Wealthy Families with JR Gondeck

How To Use The Money Secrets of Wealthy Families with JR Gondeck

37 Minuten

Beschreibung

vor 3 Jahren

JR Gondeck is a Partner and Managing Director with The Lerner
Group, a financial advisory firm that provides a collaborative
approach to wealth management by incorporating investment
management, financial planning and estate coordination, as well
as legacy planning.  


With more than two decades of experience, Gondeck specializes in
multigenerational estate planning to maximize wealth return for
families.  


In this podcast I asked: 


- if any of the strategies used by high net worth individuals
could be used by less wealthy families. 


- Everybody is talking about how to save money but no one is
talking about how to use these savings to retire and leave a
legacy for your children. How do you determine how much is needed
at retirement and build a plan to get there? 


- What are some of the strategies you recommend to retire and
even retire early at 55 


- How does real estate investing fits into?

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