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.
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