Personal Financial Planning Podcast
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Custom House Additions
One of the greatest parts about working with us to add to your home is that our construction is completely customizable. We'll talk with you beforehand and figure out your needs, whether you need to add another bed room or two, expand your kitchen, create a home office, or add a
New bathroom. We will create a new design to show you, and once you've approved it, we'll get to work.
We have over 20 years of experience in the remodeling and renovation industry, and we offer 10-year warranties on all of our renovation work.
For structural projects, we offer a 5-year warranty. Our team is dedicated to honesty, transparency, and quality, and we'll never add any hidden fees or cut corners while we work. Our goal is to give you the highest quality home addition possible.
Contact us for our services in The Bay Area today at (408) 418-3591.
What is an Employee Stock Ownership Plan (ESOP)?
Family Business Legacy Plan, free Audio Book
Family Business Legacy Plan, a road map to achieving a fair and equitable estate plan!
Creating the right foundation for your family business legacy
Reflecting on 2020 and Creating your Grandest Vision for Your Life in 2021
How to Protect, Preserve and enjoy your Family Business Legacy
How I created a Family Business Legacy Plan for a Prominent Client
How to set up your goals for success in the creation of a Family Business Legacy Plan
ESTATE PLANNING / TAXES
Creating your Estate Plan: Will vs. Trust? What is best for you?
The Ultimate Guide to Creating a Legacy for Your Family without Paying Too Much in Taxes.
A Sample Family Business Legacy Plan
What will it cost you and your family if you delay creating a Family Business Legacy Plan?
When is the right time to sell your business?
A conversation with Marianne Williamson, an American published author, spiritual leader, politician.
Achieving Financial Freedom
Insightful information for Real Estate Owners, For Sale By Owners and Buyers in Brooklyn and Manhattan!
Manhattan Residential Real Estate Market Update as of Feb. 3, 2021
You can save up to 40% of your capital gain taxes!
How important is your credit score when applying for a mortgage loan?
Buying real estate in New York City!
Selling Your Property in New York City.
How can Developers and Landlords increase their Net Operating Income?
How to Apply For and Successfully Obtain a Mortgage
Buying Property with Cryptocurrency
Alternative Investments for Your Portfolio
Investing in Aggressive Stocks with High Growth or Bonds with High Yield Potential
Financial planning is important no matter how old you are, but as you age, you may feel more of a sense of urgency to put your finances in order. If you own large real estate holdings, this process is even more important so you can plan for retirement properly without getting slammed with taxes. At Financial Legacy, we offer one-on-one financial advice as well as a financial planning podcast.
About the Podcast
If you’re not ready to start planning in earnest but you want to let the ideas percolate, our personal financial planning podcast might be just what you are looking for. You can start thinking about what your options are without mixing an appointment into your busy schedule.
We cover topics related to family business legacies, taxes, investments property ownership, and even life insurance, from healthy foundations to estate plans and the execution of those plans. We can give you the information you need so that when you are ready for a consultation, you can have a solid base to work from and we can be productive in our meetings.
Prepare yourself for financial success with our podcast episodes and then gain personal, tailored advice with a free consultation.