In this episode with Greg Goff, let’s dive into different insurance choices and what might work for you. Listen to how Greg’s friend lost a large sum of his retirement savings on taxes. If you don’t want to make the same mistake, tune in and start planning your finances today!
Key takeaways to listen for
Resources mentioned in this episode
About Greg Goff
Greg is a CERTIFIED FINANCIAL PLANNER™. Greg learned the value of comprehensive financial planning while working as a Financial Advisor at a Fortune 500 firm. Knowing there was a disconnect between financial planning and entrepreneurship, Greg founded Sound Wealth Management, a financial planning firm focused on serving business owners. Greg is also a Certified Investment Management Analyst®, Chartered Financial Consultant®, and a Chartered Life Underwriter®.
Greg enjoys spending time with his wife, Kinsley, their daughter, and their two rescue pups, Marlow and Cooper. They enjoy exploring all Greenville, SC, offers and visiting family in Hilton Head and Charlotte.
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