Tom Poltersdorf Jr, CFP®
Hi! I'm Tom, a Certified Financial Planner® and founder of GT Wealth. If you're approaching retirement, selling a business, or just want to feel more confident about your money, you're in the right place.
On this channel, you'll find clear, real-world strategies for:
➜ Planning a confident retirement as a high-net-worth family or business owner
➜ Avoiding costly tax and investment mistakes in retirement
➜ Turning a business sale into lasting financial freedom
➜ Making money decisions that align with your values and goals
Disclaimers:
Don't take advice from us, unless we know you!
We care deeply about this stuff and want to be an educational resource for people interested in building wealth, but if we don't know the details of your specific situation, we can't give you advice. Think of this channel as helpful hints & useful information, not actionable advice. Please contact your financial advisor, accountant, or attorney before any major financial decisions.
38 лет и никаких пенсионных накоплений — 8 лучших рекомендаций
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