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Podcast: Purpose-Driven Wealth
Episode: Episode 57 - What is the Value of a Wealth Plan?
Description: "Rich beyond money." This phrase is the tagline of Freedom Family Office, a company where our guest, Peter Culver, is one of the founders and the chief wealth strategist. Peter shares that most of his entrepreneur clients are, by definition, wealthy, but they're looking for more than just monetary wealth. They wanted to be able to do what they wanted to do with the people they wanted to do it with and not worry about money. In addition, some want to sell their business and ask how to lessen the amount they pay for taxes. So Peter assists them...