Legacy Planning with Jack Dwyer

We focused on legacy and intergenerational wealth planning, family governance, estate optimization strategies, philanthropic planning, fixed income portfolio management in the context of growing national debt, with Jack Dwyer, CFA, and President of Sunpointe Investments. 

You can learn more about Jack at SunPointeInvestments.com, and LinkedIn.

Feeling busy but unfulfilled? The Meaningful Few helps you identify what truly matters, eliminate distractions, and live with intention and clarity. Learn more here: 
https://www.mymeaningfulfew.com/ 

Did you get anything out of this episode? Do us a solid and leave a review:
https://ratethispodcast.com/alignedmoneyshow 
Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook. 
Buy George G a coffee (he loves coffee)
https://www.buymeacoffee.com/lifeblood
Have George G speak
https://moneyalignmentacademy.com/speaking/ 
Financial literacy and wellness for individuals, families, and companies
https://moneyalignmentacademy.com/ 
Find George G’s books here
https://amzn.to/3R2gIhH 
The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2026.