Wealth Preservation for Real Estate Professionals

Thursday, March 30, 2023

Blog/Podcast/Wealth Preservation for Real Estate Professionals

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In this episode, we talk wealth preservation, business succession, and estate planning for real estate professionals with estate planning specialist Steven Goodman!

For more than 30 years, Steven Goodman, President and CEO of SHG Planning, has provided insightful solutions to the challenges of business succession, wealth preservation, retirement, and charitable planning. He currently serves hundreds of clients, focusing on the needs of owners of closely-held businesses and high-net-worth individuals. Steven Goodman is the author of Business Succession Planning: A Guide to Transfers, Sales, Family Harmony, and Minimizing Litigation and has also written numerous articles for leading trade journals. In addition, he has paired with some of the most respected names in banking and finance to sponsor 150 business succession and wealth preservation seminars.

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Disclaimers & Affiliations: The views and opinions expressed on all recordings are entirely those of the speakers, guests, and attendees, who are solely responsible for their own content and do not in any way reflect the opinions of Avant Real Estate Group, Inc., eXp Realty, or its staff.

Additionally, we are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for us to receive a small fee at no cost to you by linking to Amazon (Paid Link) and affiliated sites. The content of this video and the expressed opinions were not influenced or paid for by any external individuals.

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Hi, I Am Matthew Ma

Real Estate Entrepreneur

Matthew is a seasoned real estate professional with over 16 years of experience helping agents scale their businesses through marketing, sales, and tech strategies. As a knowledgeable and supportive coach, Matthew emphasizes mindset, branding, business development, systems, and processes to help agents achieve their goals.

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CA DRE 01827568