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Billion Dollar Podcast #01 - Michael Dutra
Manage episode 444552639 series 3583954
Contenido proporcionado por Joseph White and Cain Daniel, Joseph White, and Cain Daniel. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Joseph White and Cain Daniel, Joseph White, and Cain Daniel o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this insightful episode, Billion Dollar Podcast hosts sit down with Michael Dutra, the CEO of Dutra Wealth Management Group, to explore the intricacies of wealth management, financial security, and impactful philanthropy. Michael's journey, from his early days of door-knocking to leading a wealth management firm, is packed with valuable lessons for new and experienced advisors alike. He shares strategies on maximizing wealth transfer, tax-efficient giving, and achieving a balance between career and personal life. Known for his practical financial advice and dedication to the SickKids Foundation, Michael’s approach centers around making finance accessible and impactful.
Tune in to hear Michael’s unique take on wealth management and tips for creating a financial legacy.
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