Dave Buckwald - Your Financial House

<p><span style="font-weight: 400;">In this episode of Aww Shift Podcast with Anthony Trucks, David Buckwald joins the show to share his knowledge about how successful people make shift happen. Dave has been in the financial service as a financial adviser for more than 30 years. He owns One Team Financial whose focus is to make a difference in pre-retiree and retiree’s lives. He loves hearing successful peoples’ stories especially people who overcame adversities and turned it around.</span></p> <p><span style="font-weight: 400;">[9:23]</span> <strong>Financial service planning, how does it work?</strong></p> <p><span style="font-weight: 400;">As your wealth grows, financial service becomes more of an asset protection, income tax mitigation, wealth transfer, and the like.</span></p> <p><span style="font-weight: 400;">[13:28]</span> <strong>LegalZoom</strong></p> <p><span style="font-weight: 400;">It is better than nothing. Find good advisers that you trust and surround yourself with people that have expertise and skill set you don’t have.</span></p> <p><span style="font-weight: 400;">[14:31]</span> <strong>Life Insurance</strong></p> <p><span style="font-weight: 400;">Two dirty little words that nobody wants to talk about but there are certain basics that everyone needs to have in place. </span></p> <p><span style="font-weight: 400;">[15:05]</span> <strong>Importance of Financial Planning</strong></p> <p><span style="font-weight: 400;">You have to get your whole financial house in order. It is putting your whole team and whole plan together to comprehend some holistic fashion. </span></p> <p><span style="font-weight: 400;">[17:25]</span> <strong>Component of Financial House in Order</strong></p> <p><span style="font-weight: 400;">It is collaborating and bringing in together a team of specialist from tax people, insurance people, money management people, property and casualty people, tax accountant, lawyers, to look at the holistic picture. But your plan must be evolved around what is important to you and your famil