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Secrets to Success: Unraveling Wealth Management with Matt Nadeau

Secrets to Success: Unraveling Wealth Management with Matt Nadeau

The Mark Haney Podcast

October 18, 20231h 12m

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Show Notes

In this episode, we welcome seasoned wealth manager Matt Nadeau as we explore the secrets behind the success stories of high-profile clients. We delve into the world of real estate and tax planning, covering complex concepts like Delaware Statutory Trusts, Deferred Sales Trusts, and Qualified Opportunity Zones. We also discuss the role of the Federal Reserve in maintaining economic stability, the concept of 'cooperative competition,' and the economic growth in Sacramento. Whether you're passionate about wealth management, real estate, or economic growth, there's something for you in this episode. Tune in to learn more!

If you would like to talk to Matt, you can contact him at:
Matt Nadeau
Sutter Wealth Management
916-757-6001 (Office)
413-222-2313 (Cell)
916-770-4356 (Fax)
[email protected]
Website: https://sutterwealthmanagement.com/
Linkedin: https://www.linkedin.com/in/matthewnadeaucima/

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If this episode inspires you to be part of the movement, and you believe, like me, that entrepreneurs are the answer to our future, message me so we can join forces to support building truly great companies in our region. 
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Subscribe to my channel here: https://www.youtube.com/channel/UCom_​... 
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Mark Haney is a serial entrepreneur that has experience growing companies worth hundreds of millions of dollars. He is currently the CEO and founder of HaneyBiz 
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Instagram: http://instagram.com/themarkhaney​ 
Facebook: www.facebook.com/themarkhaney 
LinkedIn: https://www.linkedin.com/in/markehaney​ 
Website: http://haneybiz.com​ 
Audio Boom: https://audioboom.com/channels/5005273​  
Twitter: http://twitter.com/themarkhaney
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This video includes personal knowledge, experiences, and opinions about Angel Investing by seasoned angel investors.  This content is for informational purposes only and should not be construed as legal, tax, investment, or financial advice.  Nothing in this video constitutes a solicitation, recommendation, or endorsement.

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