Ep. 16 - Balancing Act
Jun 14, 2021 ·
40m 56s
Joining the Market Maker's Club discussion this week is Managing Partner at The Pinnacle Group and High End Insurance Concept Specialist, Lee Pinover. Lee chimes in on Joe's strategies and...
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Joining the Market Maker's Club discussion this week is Managing Partner at The Pinnacle Group and High End Insurance Concept Specialist, Lee Pinover. Lee chimes in on Joe's strategies and sources, Tax Free policy and how it is attractive for high net worth individuals. Drawing connections from Smuckers ability to pivot during a global pandemic and how we can all use that information to our advantage. Joe's 52 week high starting point, Amazon's news surrounding Marijuana and their employees followed by a round up of insurance connections, high net worth individual's choices, taxes, why they don't know enough information about their own tax balance and how that could be hurting them in the long run.
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