Foundational Estate Planning Series
Comprehensive Estate Planning through Professional Collaboration
Guest: Brady Marlow
Brady’s experience in the financial planning industry dates back to 2001 when he started his own practice. Now at Carson Wealth, Brady is a Wealth Planner on the Carson Private Client team.
August 24, 2021
This week we are launching the first episode in our series on Foundational Estate Planning with guest, Brady Marlow, a Certified Financial Planner with Carson Wealth. Our host, Mary Vandenack, Founder and Managing Partner at Vandenack Weaver talks with Brady about how to consolidate recommendations, quiet the noise from too many voices, and how to best use multiple disciplines to gain the smartest strategies for your estate plan. This podcast is particularly helpful for Entrepreneurial families. Listen in to learn how collaboration can be more cost-effective and provide a centralized, decision-making dashboard that focuses on the family’s idea of success.