Master Your Money: Estate Planning

November 15, 2023

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Estate Planning

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way.

Today’s Episode: Estate Planning

Guests: Kate Cassidy | Vice-Presidents, Advanced Markets | Barnum Financial Group

It’s Estate Planning with Kate Cassidy, VP of Advanced Markets with Barnum Financial Group. Elizabeth dives deep into this topic and uncovers important strategies you may want to think about when starting to think about building your estate plan.

You can find the podcast here:

Spotify | Apple Podcasts | Tune-In | Audacy

Make sure to subscribe wherever you listen to your podcasts.

To learn more, contact your Barnum representative today. Don’t have one? Click to get a complimentary financial assessment.

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