Financial Planning

Good Neighbor Podcast with Midland Trust

EP #632: Midland Trust with Dave Owens

What Makes Midland Trust a Good Neighbor… Midland Trust is a self-directed IRA administrator headquartered in Fort Myers, Florida, that allows clients to use their retirement funds to invest in alternative assets such as real estate, private equity, notes, and more tax-free. Midland is also a 1031 exchange Qualified Intermidary. Since 1994, Midland has focused […]

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Good Neighbor Podcast with Ambassador Advisors

EP #630: Ambassador Advisors with Bernie Bostwick

What Makes Ambassador Advisors a Good Neighbor… At Ambassador Advisors our team of experienced wealth managers and legacy professionals bring a well-balanced, stewardship-centered approach to financial planning. By providing financial guidance with integrity and experience, we believe we can impact the lives and financial well-being of you and those you cherish. Since 1990, Ambassador Advisors

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Good Neighbor Podcast with True Wealth Design

EP #580: True Wealth Design with Kevin Kroskey

What Makes True Wealth Design a Good Neighbor… True Wealth Design was founded with the intention of making a substantial positive difference in our clients’ lives, our employees’ lives, and the communities where we live and work. We strive to help our clients Plan Smarter and Live Better.™ With our uncommon and deep expertise in

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Good Neighbor Podcast with Massie & Associates Financial Planning

EP #532: Massie & Associates Financial Planning with Charles Massie

What Makes Massie & Associates a Good Neighbor… With more than 20 years of experience in the financial industry, Massie & Associates is a leading financial advisor in Fort Myers, FL. We serve clients in and around Fort Myers, FL, as well as countrywide. As a certified financial planner and accountant, we are licensed to

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Good Neighbor Podcast with 365 Wealth Partners

EP #531: 365 Wealth Partners with Breandan Kelly

What Makes 365 Wealth Partners a Good Neighbor,,, 365 Wealth Partners is a comprehensive wealth management firm bringing elite planning and investment strategies to our clients everyday. We believe that success is indeed realistic and achievable for anyone who is willing to commit to it. Commitment includes an honest and respectful exchange of ideas, making

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