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This is the Practical Wealth Framework of the 4 pillars of Financial Security

What does it take to build a meaningful legacy and best support future generations? In First Generation Wealth, Robert Balentine and Adrian Cronje share three principles for building a meaningful legacy. Swipe to preview the three principles ➡️.

Is there a better way? Annuity Cons Your money is locked up for a period of time (surrender period) Withdrawals before age 59 1/2 may be subject to a 10% penalty Lower returns than investing directly in the market (fixed annuities) Annuities lose a step up of basis at death (gains are taxable to beneficiaries) Liquidity - Immediate annuities lose access to principal. https://lnkd.in/ey7gKmbT 1:50 sec.

In our latest episode, Andy Traub and Tim Dyer discuss adaptability and innovation as a financial advisor. Reflecting on the dot-com boom and the 2008 financial crisis, Tim shares invaluable lessons about adaptability and risk management. From proactively managing portfolios to resisting corporate pressure, his journey emphasizes the importance of aligning with client interests over firm profits. 🎧 Listen now to hear Tim's thoughts on building a sustainable practice that prioritizes client trust: https://lnkd.in/eWqXG_QP

We are excited to share that our CIO, Biswajit Dasgupta, recently appeared at Vault's for an insightful podcast episode! In this engaging conversation, Biswajit delves into his 32-year journey in the banking industry, offering valuable perspectives on Structured Products and his experiences navigating the Global Financial Crisis. He also emphasizes the significance of unbiased financial advice and crafting a long-term investment strategy. Don't miss out on Biswajit’s expert insights—tune in to the full podcast through this link. https://lnkd.in/gqsdsSQK #Banking #Finance #InvestmentStrategy #StructuredProducts #FinancialAdvice #Podcast #Leadership

Discover the keys to securing your legacy and preserving wealth for generations to come! In this captivating video, we delve into the art of financial foresight and estate planning. Uncover invaluable insights on trust structures, tax optimization, and strategic investments that safeguard your assets. With expert guidance, you'll explore the power of generational wealth transfer and how to create a lasting financial legacy. https://lnkd.in/gzaVNU2n

💰Are you ready to break free from the financial limitations holding you back? Bronson Hill joins us for an eye-opening event where he dives deep into the real issue: the lack of training in wealth creation and management. 👉 RSVP now to secure your spot and take the first step towards building the wealth you deserve- https://lnkd.in/d6hnVczr

Happy Monday, Folks! Exciting News Alert! 🚀🚀 Unlock the secrets of wealth creation through kingdom principles with our Founder and CEO, Rina Hicks! Watch this exclusive video hosted by Richard Njau of Cleaning The Airwaves and discover how to align your financial goals guided by divine wisdom. Ready to take charge of your financial future? Don't miss out—watch the video now and sign up for our Investables class to start your journey to financial abundance! 💰✨ Watch the video here: bit.ly/3UXWppp #MondayMotivation #FinancialFreedom #WealthCreation #InvestingTips #KingdomPrinciples #Investables #MoneyWise #Finance101

Catch the #highlights of our former IPO-VID guest, The Father of Financial Futures, Richard L. Sandor. Take time to listen to the esteemed Chevalier de la Légion d'Honneur as he imparts profound insights, recounts remarkable experiences, and shares his expertise in #trading, #finance, and the realms of #capitalmarkets and #investments.

Our new The Power of Us campaign focuses on and (more importantly) celebrates our strong relationships with our clients and the meaningful journey that happens when we work together. Everyday at U.S. Bank, our Wealth Management Advisors work to make your financial goals a reality. #thepowerofus #usbank #wealthmanagement