))
COMP REWIND - Securing Your Financial Legacy: An Insightful Discussion with N Z Bryant Jr., Co-Founder of Patterson Bryant Incorporated
Manage episode 378853241 series 3482578
内容由The Crotchety Old Men提供。所有播客内容（包括剧集、图形和播客描述）均由 The Crotchety Old Men 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
How often do we contemplate the financial legacy we are leaving behind? This week, we're thrilled to have the remarkable N Z Bryant Jr., co-founder of the financial services firm Patterson Bryant Incorporated, joining us. Our conversation revolves around his inspiring personal journey, his vast experience in financial services, and the importance of planning your financial legacy.
We start off with a deep-dive into Mr. Bryant's life story, and the financial legacy his great-great-great grandfather left for his family. His insights into the beauty of saving and investing are truly thought-provoking. We also discuss the significance of financial literacy among young people, laying stress on the understanding of 'why' behind money management. He also sheds light on the powerful tools of insurance and buy-sell agreements, and the role they play in securing business legacies for future generations.
As we navigate the complex world of estate planning and trusts, Mr. Bryant provides a roadmap to the implications of buy-sell agreements and key person insurance policies for businesses. From varying state laws concerning estate planning to the potential consequences of not having a trust, we touch upon it all. If you're looking to take control of your financial future and secure your legacy, this episode is a treasure trove of knowledge. Remember to tune into Crouchydale Men podcast every Thursday to equip yourself with the essential financial tools to build wealth and maximize health.
章节
1. COMP REWIND - Securing Your Financial Legacy: An Insightful Discussion with N Z Bryant Jr., Co-Founder of Patterson Bryant Incorporated (00:00:00)
2. Legacy Planning and Financial Literacy (00:00:03)
3. Importance of Legacy and Financial Planning (00:11:13)
4. Importance of Estate Planning and Trusts (00:18:06)
5. Success and Health on Crouchydale Men (00:30:35)
104集单集
分享
