Wealth Income Solutions LLC

Here is our first podcast of 2022 speaking to long-term financial protection in a post-pandemic recovery. Thanks for listening! https://anchor.fm/dashboard/episode/e1dhinq

On this recent podcast, I interview Teresa Shapiro, an estate planning attorney in Austin, TX, discussing the importance of legacy planning for investors. Listen as we dissect specific considerations of estate planning. Thanks for listening!

https://wealthincomesolutions.blogspot.com/2021/10/estate-planning-and-revocable-living.html

When accepting a new job, employees can protect their 401k from market downsides while receiving attractive moderate returns.

https://www.dropbox.com/s/ci6tg73f347aw6m/WISE-ThinkTwice-401k-FINAL.pdf?dl=0