Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape your legacy based on your values?

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Jeff Brandeis is the CEO of Brandeis Financial Services based in Tampa, Florida (USA). He is a graduate of the City University of New York – Baruch College – Zicklin School of Business. With his experience as a retirement specialist and wealth strategist, given his 25+ years as an accountant, Mr. Brandeis is committed to helping you retire debt-free and achieve financial freedom. 

Whether you're burdened by personal or business debt, it doesn't matter. Jeff offers personalized plans based on your specific numbers, dreams and goals, allowing you to possibly become your own bank and never rely on outside parties for borrowing again. Without financial literacy, you’re throwing darts blindly hoping to hit a bullseye for your future. But with some financial knowledge, you can design a legacy starting today no matter what!

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Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com!

If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com.

#legacycapital #humancapital #financialcapital #emotionalcapital

Sound Finances Make for an Easier Legacy with Jeff Brandeis

In this podcast I tell you why earnings are so critical to dividend investors. I’ll also share a recent clip from a well known professor at a top rated business school that you’ll want to hear. Finally I’ll show you a valuable discussion that we just had on my dividend discord, so I recommend you watch this from start to end.

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Episode 121 -  Why Earnings are Critical to Dividend Investors

Welcome to my podcast where I talk about dividends, my dividend portfolio, passive income, investing, news, and creating wealth! I retired in my 40s due to dividends and now I share my 30+ yr investing insights on YouTube (83k subs, https://www.youtube.com/channel/UCuOS-UH_s4KGhArN6HdRB0Q?sub_confirmation=1) & on the world's largest Dividend Discord (11k subs, http://discord.gg/kkSr5FY).
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Explore how to design your legacy with Angelina Carleton, focusing on values and mindset. Whether you're single or with heirs, shape how you’ll be remembered—long after the deal is closed or the estate is settled.

New tracks tagged #IncomeStatement