Palisades Hudson Financial Group

Something Personal

Education EN ↓ 52 episodes

Something Personal from Palisades Hudson Financial Group features interviews with a team of financial advisers discussing the more personal side of personal finance. Learn about topics ranging from entrepreneurship to investing, taxes to insurance, and many more through engaging conversations with experienced professionals. Palisades Hudson Financial Group offers comprehensive, objective, fee-only advice and solutions. Headquartered in South Florida, the firm has offices in five states from which it serves clients across the country and abroad.

Be sure to visit the podcast's website and support the creator: www.palisadeshudson.com

Author

Palisades Hudson Financial Group

Episodes

The Joy Of (Planned) Giving 18.10.2023 33:13

Vice president Eric Meermann stops by the podcast to talk about his chapter in Looking Ahead: Life, Family, Wealth and Business After 55 on philanthropy. Eric talks with host Amy Laburda about how he advises clients to approach their goals when it comes to charitable giving. While not everyone has access to philanthropy on the scale of MacKenzie Scott or Bill Gates, taking the time to think throug...

How To Succeed In Starting A Business, Shark-Free 18.10.2023 43:50

Palisades Hudson managing vice president Paul Jacobs wrote “A Second Act: Starting A New Venture” in the firm’s book Looking Ahead: Wealth, Family, Wealth and Business After 55 . In a chat with host Amy Laburda, Paul discusses why some retirees may want to start their own business. He also offers advice to entrepreneurs of any age considering taking the plunge and starting their own enterprise. Li...