Are you an executive getting ready for your next career move? Need advice on how to step away from your current role and figure out what’s next? Thinking of taking a sabbatical or transitioning to retirement? Tune in to the expert advice you need to make your next move successful! In this episode of Off the Wall, host Jessica Gibbs welcomes Deborah Brecher, President and Managing Director of Tandem Group, to give you advice on navigating change, growth, and transitions
Welcome to the “Off the Wall” Podcast
The podcast redefining wealth for founders and high-earning execs. Let’s dive in!
How to Save for Your Child’s College Without Sacrificing Your Retirement | Ann Garcia, The College Financial Lady
Want to support your child’s education, but don’t know where to start? Worried that contributing to your child’s college fund may impact building your retirement account? Saving for college can be nerve-wracking, but we promise this episode will make it less scary and more empowering. In this episode of Off the Wall, hosts David Armstrong and Jessica Gibbs welcome Ann Garcia, aka The College Financial Lady.
Are you or someone you know approaching age 65 soon? This is the episode for you! Tune in to this episode to learn about signing up for Medicare health insurance and choosing the right Medicare plan for you.
What You Need to Know About Planning Your Income After Your Career Ends with Morningstar’s Christine Benz
You want to be as financially unbreakable as possible, even after your career ends, right? No matter what age you “retire”, or stop working, you still need to have an income to thrive.
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Laws affecting trusts and estates are currently in flux. How should you be thinking about these changes? And how should you evolve your estate plan over time as laws change? Trust and estate attorney Catherine Schott Murray from Odin Feldman & Pittleman joins the podcast to share a run-down of proposed estate law changes, as well as what options will likely remain in place for reducing your gross estate.