Magnifying Money with Claudio Gambin
Claudio graduated from the University of Central Florida with a major in Entrepreneurship. After graduating, he started as an intern in the financial services business and quickly fell in love with the work. He became a full-time Financial Advisor in 2010 and founded Gambin Financial Group. Claudio’s passion lies in working with business owners and specializes in helping those clients in the areas of risk management, cumulative tax planning, estate distribution strategies, and business transfer planning. Outside of work, Claudio’s number one priority is spending time with his wife Melissa and three daughters, Coco, Senna, and Owen. You can frequently find them boating and fishing at their favorite getaway in New Smyrna Beach.
Life Changing Money with Barbara Schreihans · Claudio Gambin
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Show Notes
- Dreaming Together
- Growing Up and Background
- The (4) Pillars
- Risk Management
- Taxes
- Planning
- Succession
- The Biggest Mistakes
- Focus on Liquidity
- Liquidity is an unbelievable solver of threats
- Find a Whole Life policy that does not have commissions built into it: Guardian, Mass Mutual, Lafayette Life.
- Use the right tools - you can get creative on leverage.
- Beware of TikTok Accountants!
- Accumulation and Decumulation
- Money is a Magnifier
Connect with Claudio:
Instagram: https://www.instagram.com/gfgsolutions/?hl=en
"Invest The Difference" Podcast:https://podcasts.apple.com/us/podcast/invest-the-difference/id1617558484
Website: https://gambinfinancial.com/