In this solo episode of Money Noticias podcast, Israel and Sunem discuss the importance of protecting assets as first-generation wealth builders. They share personal updates and talk about the need to have beneficiaries on investment accounts and wills to ensure assets are passed down properly.
P.S. In the episode, we said that tax season ends April 16, but the last date to submit taxes is actually April 15!
In this episode you will learn:
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In this solo episode of Money Noticias podcast, Israel and Sunem discuss the importance of protecting assets as first-generation wealth builders. They share personal updates and talk about the need to have beneficiaries on investment accounts and wills to ensure assets are passed down properly.
P.S. In the episode, we said that tax season ends April 16, but the last date to submit taxes is actually April 15!
In this episode you will learn:
Connect with us!
Other Episodes You Will Enjoy
Want to begin getting your money right? Download our free money guide and training today!
Interested in receiving 1:1, tailored support to help you start investing?