Videos
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Wealth Transfer for the High Net Worth Family
In "Wealth Transfer for the High Net Worth Family", Saul talks to guest and partner, Gary Katz, about the changing tax rules and regulations for transferring wealth. The episode is geared towards the multi-million dollar asset market.
Finding Harmony in the Economics of Divorce
In "Finding Harmony in the Economics of Divorce", Saul speaks with Ivy Menchel about the importance of revisiting one's financial plan in the unfortunate case of divorce. Especially given the current economic downturn, it is crucial to evaluate finances both pre and post divorce and then to determine the short and long term impacts of various settlement options.
Financial Independance for You and Your Family
In "Financial Independence for you and your Family", Saul speakswith partner, Gary Katz about how now more than ever, people need to focus on creating a financial plan in order to assist them in these difficult times.
The Window of Opportunity
In "The Window of Opportunity", Saul discusses the economic downturn and its effect on the market with guests Rich Austin and Jeff Trombetta and also provides some insight on how to prosper amidst these difficult times.
Opportunities and Strategies during this Economic Crisis
In "Opportunities and Strategies During this Economic Crisis", Saul speaks once again with Jeff Trombetta and Rich Austin about the struggles a successful businessman is confronted with due to the current state of the economy. Some topics discussed are how you can adjust your plans to accomplish your financial goals and how to determine if you are financially independent.
In "Financial Independence for you and your Family", Saul speaks with Gary Katz, Wealth Preservation Specialist, Sagemark Consulting, about how a financial plan can help people stay focused on their financial goals in these difficult times.