Marc Guzman Podcast Experience - Ep 002

We spend more time planning our outfits than planning our future financial goals. Whether we are trying to have retirement funds, transfer assets upon our death, or make safe investment choices, it is clear that most of us need guidance. My guest is Joe Gavazza, owner of Gavazza Associates Wealth Management (San Francisco, CA). We drink a 2011 K Vintners Milbrandt Syrah ($60), discuss types of advisors, marijuana stocks, and how to get started on building a solid financial plan. Guest Website: http://bit.ly/2tFba0D. Wine: http://bit.ly/2tFhGoh. Producer: Sam Lubman.

 

Links & Social

Wine: http://www.kvintners.com/k-vintners/wines/past/milbrandt-syrah3
Guest: https://www.gavazza.com/
Twitter: @UltimateAdvisor 

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