Estate Planning With Charlie Weiss Interview (Show Notes)

Estate Planning Documents Terry Martine 0:00Hello, and thanks for joining the podcast on everything financial. On today’s show we have a special guest Charlie Weis, a Board Certified attorney who specializes in estate planning his offices here in West Palm Beach. We’ve asked Charlie to join us today to demystify the simple question I hear …

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How to evaluate an Advisor (Advisor Questionnaire) Show Transcript

Advisor Questionnaire Download Hello, and thanks for joining. In today’s show, we’re going to answer the simple question, how do I evaluate an advisor? My name is Terry Martine, I’ve been working with retirees in the Florida Retirement System for close to 20 years. This show is for you, if you don’t have an advisor, if …

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