EP98: Changing The Landscape Of Wealth Management - Mark Fujiwara, CPM®

The purpose and background of Baird3 principles that will help you achieve “flow”Issues that next generations face when they have too much moneyExcellent tip on setting up trusts and estate planningHow to push and inspire your children to maximize their potential Resources/Links Mentioned In This EpisodeEP61: Make giving a key pillar of your business - Randy MollandBrEpic About Mark Fujiwara, CPM®Mark is a personal CFO to a select group of wonderful clients, a certified portfolio manager, an author, and a speaker on the missing component of a financial plan. He is also the director and financial advisor at Baird. Most entrepreneurs and retirees he speaks to need guidance and order with their finances and struggle to address the most crucial issue of health and longevity. Working with entrepreneurs for 25 years, Mark discovered that without addressing their most important asset, all they’ve worked for could be for not. Connect with MarkWebsite: Baird Private Wealth Management | Mark Fujiwara Connect With UsTo connect with Saket Jain, as well as with other Migrate 2 Wealth listeners, and get the latest scoop on new and upcoming episodes, join Migrate 2 Wealth Community on Facebook. Follow Our Social Media Pages!LinkedIn: Saket JainInstagram: @migrate2wealthTwitter: @Migrate2WealthYouTube: Migrate 2 WealthTikTok: @migrate2wealth SponsorsBangerter Financial Services, IncDo you want to retire from land-lording through passive real estate? Look no further than us – we are your go-to experts for 1031 Exchanges and Alternative Tax Strategies. Call (801) 312-9482 or visit https://1031.bangerterfinancial.com/1031guy to learn more! Sponsor Disclosure:Securities offered through Concorde Investment Services, LLC, member FINRA/SIPC. Bangerter Financial is independent of Concorde. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Investments in real estate may be speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment. Please consult the appropriate professional regarding your individual circumstance.