Tony Amaradio.com


 

Insights from Tony Amaradio..

 

Wealthy clients continue to have a strong interest in doing good deeds with their money with a recent survey reporting that nearly 90% say that giving back is an essential part of their lives. According to a recent study of high-net-worth and ultrahigh-net-worth investors ... only about one third of wealthy clients say that their advisors are talking with them about strategies that achieve their most important family needs and goals.

Although many clients want to leave an inheritance to their children, less than a quarter believe that their children are ready to inherit the family fortune. The simple solution would be to establish a set of principles to guide the purpose of their wealth in the future ... unfortunately only 10% have done so because no one has suggested that to them. Because of that ... I dedicated a chapter in my book "Faithful with Much" on the topic and talk to my clients about what is really important in their lives. It is not all about numbers ... it is reaching the goals that we want to achieve in life. Tony and his wife Carin's book is availble on Amazon - https://www.amazon.com/Tony-Amaradio/e/B002QK4S1O

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More About: Tony Amaradio, MBA

Tony AmaradioTony Amaradio is Founder and Chief Strategist of Select Portfolio Management, Inc. He is a visionary and innovator in the financial services industry, who early in his career, recognized the need for a comprehensive, integrated wealth management system for high net-worth clientele. After years of experience helping clients build, plan and preserve assets, Tony developed one of the first comprehensive wealth management models in the country. Recognizing that it would require a high level talent pool from financial, tax, legal and insurance to implement and manage his comprehensive integrated model, he recruited and surrounded himself with some of the finest and most experienced practitioners in the financial and legal domains. Some of the most advanced strategies of financial, tax and asset protection plans available today have been designed, developed and implemented by Tony and his team. He is nationally known and is a sought after speaker for events all over the country. In Southern California, he is especially well known after hosting his own financial talk radio show “Market Talk” that aired daily for more than twenty years. For the last several years Tony has followed his passion of devoting a third of his time to philanthropy and to be a guest speaker to help major  non-profit donors improve their capacities and abilities to be more effective philanthropists themselves.

Tony Amaradio Articles - Insight & Inspiration:

https://marketersmedia.com/tony-amaradio-clarifies-the-faith-based-debt-reduction/462259

http://www.wicz.com/story/40036641/tony-amaradio-teaches-an-approach-to-money-management-based-on-faith

https://www.abc6.com/story/40496444/tony-amaradio-offers-5-tips-on-how-to-automatically-save-money

https://www.abc6.com/story/40348216/tony-amaradio-gives-his-techniques-for-immediate-money-management

 

More Insightful Video Links for Tony Amaradio - Educational:

Tony Amaradio - Visit this latest video from Ignite

https://igniteamerica.com/a-life-changing-decision-tony-amaradio/


Tony Amaradio - Insights about: Community Foundations
https://youtu.be/z54KWKPm-DI

Tony Amaradio - Insights about: Charitable Planned Giving with CRTs
https://youtu.be/QXMdE1_Na2Q

Tony Amaradio - Insights about: Charitable Remainder Uni Trusts (CRT)
https://youtu.be/aGgqhy23orw

Tony Amaradio - Insights about: Irrevocable Trusts
https://youtu.be/4jEegfuYlvU

Tony Amaradio - Insights about: Rabbi Trusts
https://youtu.be/PNgTD6UGfck

Tony Amaradio - Insights about: Defined Benefit Plans
https://youtu.be/DQLeNO0aLnY

Tony Amaradio - Insights about: Private Family Foundations
https://youtu.be/XcQfkQQz0Ls

Tony Amaradio - Insights about: Charitable Lead Trusts (CLT)
https://youtu.be/E6nRZZaTl_4

Tony Amaradio - Insights about: Charitable Planned Giving Options
https://youtu.be/B1TQAtcDzqI

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