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Joe discusses the Central Coast lifestyle with Taylor North and Rick Loughead

Mike talks about tax deferral strategies with Carl Warden.

  This week Mike D’Ambrosio is joined by tax deferral strategist Carl Warden from Exchange Solutions. Mike and Carl discuss how many baby boomers have not saved enough for retirement and are reliant on their homes worth. Carl then moves onto today’s main topic, Deferred Sales Trusts, giving us examples to explain how they work…

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