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Pro Athlete Wealth Management; Young Adults Moving Back Home; What is Up with Vivian?

Episode 431: 08-10-17

Pro Athlete Wealth Management

Jeffrey A. Glusman, CRP, is a Certified Retirement Planning Counselor- College of Financial Planning – and Senior Vice President / Senior Financial Advisor with Merrill Lynch in Fort Lauderdale, FL.

Glusman has been a wealth management financial advisor since 2001, after eight years in commercial real estate brokerage and development in South Florida. Now he is the senior advisor of a wealth management team managing almost $1 billion of client assets with a focus on affluent families with a significant client headcount in the NFL, NBA and MLB.

Jim and Jeffery discuss what is up with pro athlete wealth management in 2017.

Young Adults Moving Back Home

Dante Vitoria is Founder & CEO of The Vitoria Group in New York, NY. For more than 30 years, Vitoria has been running The Vitoria Group, which has broad experience in working with companies of various sizes to fulfill its clients’ financial needs. The client base is extremely diverse, ranging from international money centers, domestic banks, insurance companies and financial firms.

The Vitoria Group provides a vast array of financial services specifically tailored to enable clients to meet their goals – the assistance, direction and access to professional banking and other facilities.

Vitoria’s 30-plus years of experience as an investment banker on Wall Street provides insight, expertise and comprehensive advice with a down-to-earth-approach on key aspects of local and international economics, personal finances and financial planning.

Jim and Dante discuss why young adults are moving back home to live.

Vivian Fried Kidney Transplant Update

Jim gives us an update on his wife, Vivian Fried. She needs a kidney donor urgently. She is staying strong and upbeat! Please help!!

Donations are welcome. Visit http://bit.ly/showvivlove2017.

For an update on Vivian and her search for a kidney transplant, watch her interview on WPLGTV10 in Miami: http://bit.ly/Viv10

For information on kidney donation, email R1125@renewal.org

Episode 431: 08-10-17

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