Trusts, Taxes, and Teamwork with Drew Shumski (Ep. 5) cover art

Trusts, Taxes, and Teamwork with Drew Shumski (Ep. 5)

Trusts, Taxes, and Teamwork with Drew Shumski (Ep. 5)

Listen for free

View show details

About this listen

 Retirement planning involves more than balancing spreadsheets—it demands coordination, trust, and holistic collaboration. This week on JubilAge, Carol Chiarito is joined by Drew Shumski, an experienced financial advisor with over 20 years of experience and a military background. Together, they uncover the essential role of collaboration between financial advisors and attorneys in creating a stable …

Read More Read More
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.