Thursday Aug 01, 2024
17. From Traditional to Transformational - Investing with Legacy Point Part 1
Join us as we sit down with Jim Woltmann to discuss his journey from traditional investments to diversifying with alternative investments through Legacy Point. Learn how these strategies have transformed his financial portfolio and provided significant tax advantages.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.