Kathy Lintz

Experienced financial advisor specializing in family prosperity and long-term wealth management

Best podcasts with Kathy Lintz

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Apr 24, 2024 • 42min

Finding an Advisor Who Will Help Your Family Thrive for Generations

Kathy Lintz and Ned Rollhaus discuss the importance of choosing the right advisor for family prosperity. Topics include aligning advisor services with family goals, navigating complex financial decisions, understanding family dynamics, choosing advisors based on needs and fee structures, guidelines for selecting wealth advisors, prioritizing family discussions, and ensuring advisor alignment with family requirements.