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Su Familia y Su Dinero

4 Episodes

27 minutes | Nov 14, 2018
Episode 4: Annuities (the King of Income) if structured correctly!
A continuation of Episode 3 but this time talking about the 3 types of Annuities that exist and the pro's and con's of each Annuity type! Listen in! --- Support this podcast: https://anchor.fm/fabian-guerra/support
32 minutes | Nov 14, 2018
Episode 3: Estate Planning and Life Insurance in the 21st Century!
Mauro and Sebastian Guerra discuss the importance of having your estate planning documents organized and your life insurance beneficiaries accurately structured. We are not lawyers but we work with lawyers to structure the right state plans for our clients. --- Support this podcast: https://anchor.fm/fabian-guerra/support
25 minutes | Sep 27, 2018
Episode 2: Tax Changes in Retirement
En Español: The Guerra Family discusses how Uncle Sam will affect your retirement income and legacy if certain changes aren't made from tax deferred accounts to tax free accounts. --- Support this podcast: https://anchor.fm/fabian-guerra/support
25 minutes | Sep 27, 2018
Episode 1: Income Options in Retirement
En Español: The Guerra Family discusses the different income options you may receive during retirement; Such as Real Estate, Annuities, Portfolios and much more! --- Support this podcast: https://anchor.fm/fabian-guerra/support
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