• Ep 171: Legacy Building through Wealth Preservation Strategies

  • Jul 31 2024
  • Duración: 33 m
  • Podcast

Ep 171: Legacy Building through Wealth Preservation Strategies

  • Resumen

  • Mark B. Murphy, CEO of Northeast Private Client Group, is an accomplished author, speaker, and motivator who’s revolutionizing the financial planning and wealth management industry. He helps entrepreneurs achieve multigenerational wealth through personalized strategies, leveraging his strategic planning and financial engineering expertise. Forbes has ranked him as the #1 financial security professional in NJ and #15 nationwide. Additionally, his book, The Ultimate Investment, is a #1 bestseller and new release on Amazon. Listen to this informative Legacy Leaders episode with Mark Murphy about legacy building and wealth preservation. Here is what to expect on this week’s show: ● Mark emphasizes the importance of having cash confidence as the foundation of financial success. He highlighted that having enough cash to withstand downturns is crucial for businesses and individuals to thrive. ● Mark's second tip revolves around investing in your "money machine." Whether it's your business or personal development, allocating resources to enhance your core assets is key to sustainable growth. ● Mark stresses the significance of maintaining a diversified portfolio comprising both income-generating assets (paychecks) and assets for spending and saving (play checks). This dual approach to asset allocation not only ensures financial freedom but also lays the groundwork for multi-generational wealth creation. Connect with Mark: Website: https://markbmurphy.com / https://www.northeastprivate.com Facebook: https://www.facebook.com/mark.murphy.58323 / Facebook: https://www.facebook.com/NortheastPrivateClient/ Instagram: https://www.instagram.com/mark_b_murphy LinkedIn:https://www.linkedin.com/in/mark-b-murphy-813b105 LinkedIn: https://www.linkedin.com/company/northeast-private-client-group With your Hosts: Stan Miller Stan Miller is the CEO of Pinnacle Legacy Law, an estate planning firm in Arkansas. He is passionate about helping families with customized estate planning solutions. Stan is known for his exceptional listening skills and ability to explain complex concepts in simple terms. He was an early pioneer of Living Trust planning in Arkansas and has established over 5,000 Living Trusts, safeguarding assets worth more than $4.5 billion. Stan is also a national leader in Estate Planning, having co-founded WealthCounsel and ElderCounsel, prominent organizations providing education and software for attorneys in the field. His latest book, "Your American Legacy: Powerful Strategies That Instill Lasting Values for Generations," became an International bestseller in April. Connect with Stan Miller: Websites: https://pinnaclelegacylaw.com/ , https://www.americanlegacynetwork.com/aln-home1 LinkedIn: https://www.linkedin.com/in/stan-miller-b0783741/ Katie Beth Hand Katie is the Legacy Director of Pinnacle Legacy Law, and She is training leaders, protecting families, preserving wealth, and building legacies that last for generations. Connect with Katie Beth Hand: Website: https://pinnaclelegacylaw.com/ LinkedIn: https://www.linkedin.com/in/katie-beth-hand/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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