On this Episode of Shelf Life w/ Lucciano, we have a conversation with Veronica Karas. She is a MBA, CFP and Senior Financial Advisor for Captrust. That is not all she is known for. She is a certified Yoga instructor, Certified Life Coach, and Certified Transformational Coach. She is also the author of a series of books called “Money Matters”.
Fredrik and Ivan are joined today with American financial advisor and author of ‘Money Matters: Everything You Should Have Learned in School, but Didn’t!’ Veronica Karas. Together they discuss the benefits of university, how money is the pathway to achieving your desired impact on the world and discovering your financial blueprint.
Veronica Karas, a Senior Financial Advisor at CAPTRUST, joins us in today’s episode to discuss tax efficient estate planning for real estate investors. As a fiduciary for highly successful clients, Veronica shares insights about Intentionally Defective Grantor Trusts (IDGT) and how we, can use these trusts to pass down our estates.
On this podcast we focus on talking to business owners and thought leaders about business, personal development, and inner healing. I keep things very raw because honesty is the only way through to the other side where freedom lies. So, grab a coffee and buckle up, this the She’s The Owner podcast!
Veronica Karas has ALL the money tips for millennials. She is the author of MONEY MATTERS (available on amazon), a financial advisor and just launched a new podcast herself. We chat about everything a millennial needs to know and do when it comes to finances!