Eric Kearney and Joseph Lanza discuss essential strategies for wealth preservation and financial planning. They explore the mindsets of wealthy individuals, emphasizing the importance of discipline, continuous improvement, and having a comprehensive financial plan. Key topics include diversification, maintaining a cash reserve, tax strategies, estate planning, and the role of life insurance in wealth transfer. The conversation highlights the need for individuals to work with a qualified financial advisor to navigate these complexities and secure their financial future. Call Eric Kearney 800-779-1942 Visit Retirement Wealth LLC to learn more. Text Eric to 600700.
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