#1049 Lessons learned from Jimmy Buffet’s estate
The Jon Sanchez Show · Sanchez Gaunt Capital Mgmt
July 23, 202532m 29s
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Show Notes
Jimmy Buffet created a $275 million estate before he passed away in 2023. Two days ago, his wife who is a co-trustee of his estate and the other co-trustee, his business manager, have now sued each other, something I am sure Jimmy Buffet would be furious about. You see, he thoughtfully created his living trust but he made one major mistake. I’ll tell you what it is, so you don’t do the same thing, today on the Jon Sanchez Show at 3pm.
👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com
Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.
👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow
👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com
Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.