The Keys To Your Legacy with Elijah Keyes, Episode 2

In this episode of The Keys To Your Legacy, Elijah Keyes speaks with Jon Henderson, Founder and CIO of Echo45 Advisors, a registered investment advisor (RIA). Jon, a seasoned financial planner holding several prestigious designations including CFP, CRPC, and CBDA, offers comprehensive financial planning services with a focus on tax planning and fiduciary responsibility.

Tune in to the episode to hear about:

* Financial Planner Designations: Henderson holds CFP, CRPC, and CBDA designations, showcasing expertise in financial planning, taxation, estate planning, and digital assets.

* The Importance of Tax Planning: Henderson stresses proactive tax planning by starting with tax return reviews to avoid costly mistakes and unnecessary tax liabilities.

* Transition to Independent Advisory: Henderson's journey from Merrill Lynch to Echo45 Advisory prioritizes fiduciary responsibility and comprehensive financial planning, overcoming limitations in larger financial institutions.

* Subscription-Based Planning: Echo45 Advisory offers subscription-based planning to bridge the gap for individuals without substantial assets, providing accessible financial advice beyond traditional wealth management models.

* Personal Passions: Henderson's interests in aviation, organic gardening, and sustainable living influence his life, from piloting to promoting healthier eating habits through organic gardening and incorporating solar power for green energy.

Learn more about Jon Henderson:

* Connect with Jon Henderson on Linkedin: https://www.linkedin.com/in/jhendersonecho45

* Connect with Echo45 Advisors LLC on Linkedin: https://www.linkedin.com/company/echo45advisors

* Visit Echo45 Advisors’ website: https://www.echo45advisors.com

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing on people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup

The Keys To Your Legacy with Elijah Keyes, Episode 01

In this inaugural episode of The Keys To Your Legacy, Elijah Keyes speaks with Grace Tsang, a realtor with Intero Real Estate in Silicon Valley. Grace is a top-producing real estate agent and a luxury home marketing specialist. Grace's true passion is to help clients make smart real estate decisions that positively transform their lives and build long-term wealth. She has an extensive background in real estate sales, real estate investment, business, and technology from her previous career in software and her formal education. Furthermore, Grace is an immigrant who speaks multiple languages and is a mom to two young daughters. Her life experiences as a former techie, a business owner, and a parent have enabled her to help clients from all walks of life and from different cultural backgrounds.

Tune in to the episode to hear about:

* Grace’s career journey from software to real estate

* Her unique, personalized approach to real estate, focusing on client education

* How Grace balances her personal life with work, and her priority on international travel with her family

* Real-life success and failure examples of Grace’s real estate clients with trusts and estates, emphasizing the importance of estate planning to protect your assets

Learn more about Grace Tsang:

* Connect with Grace on LinkedIn: https://www.linkedin.com/in/gracetsangrealestate/

* Follow Grace on Instagram: https://www.instagram.com/gracetsangrealestate/

* Follow Grace on Facebook: https://www.facebook.com/gracetsangrealestate/

* Visit Grace’s business website: https://livegracefullyrealestate.com/

* Subscribe to Grace’s YouTube channel: https://www.youtube.com/@TheAmazingGraceTeam

* Email: gtsang@intero.com

* Call: (408) 480-9312

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About The Keys To Your Legacy with Elijah Keyes:

In each episode of The Keys to Your Legacy, Elijah Keyes speaks with professionals outside of the estate planning industry to discuss how their fields relate to trust and estate planning. The podcast is devoted to estate planning subjects, focusing people and organizations outside of but related to estate planning. Our aim is to educate you and bring your understanding to the next level.

Don’t miss an episode of Keys To Your Legacy:

* Website: http://keyeslawgroup.com/

* YouTube: https://www.youtube.com/@keystoyourlegacy

Connect and learn more from your host, Elijah Keyes:

* Connect with Elijah on LinkedIn: https://www.linkedin.com/in/elijahkeyes/

* Subscribe to Keyes Law Group’s YouTube Channel: https://www.youtube.com/@keystoyourlegacy

* Follow Keyes Law Group on Facebook: https://www.facebook.com/keyeslawgroup2

* Follow Keyes Law Group on LinkedIn: https://www.linkedin.com/company/keyes-law-group-pc/

* Follow Keyes Law Group on Instagram: https://www.instagram.com/keyeslawgroup/