Episode 10: Succession Planning for the Unexpected - a podcast by Josh Patrick

In this episode, Josh speaks with Steve Ciepela, President of Charles Stephen, a wealth managment firm in Albuquerque, NM. Several years ago, Steve's partner in the firm died unexpectedly. Steve discusses what they had done, and what you should do to protect your family and business in the event of an unexpected loss.

Further episodes of Cracking the Cash Flow Code

Further podcasts by Josh Patrick

Website of Josh Patrick