← The Index
Topic
Legacy planning
2 B2B podcast episodes that cover Legacy planning, ranked by substance score.
- 36 / 100
Beyond Investments: Why Client Goals Always Come First with Steve Otten, CFP®, CRPC®
The Active Advisor · 2025-03-12
…With over 15 years of experience, Steve takes a comprehensive approach to wealth management by incorporating alternative investments, tax efficiency and legacy planning in an effort to guide clients towards a predictable retirement income and well diversified portfolios.…
- 16 / 100
KS 431 - Stewardship Over Ownership
Kingdom Success · 2026-03-20