Behind the numbers with JD
Welcome to Behind the numbers with JD, the podcast where you get an inside look at Dalton Financial Partners. Join us as we take you behind the scenes of our firm, introduce you to our team, and share the values that drive us. Learn about who we are, how we approach financial planning, and what makes Dalton Financial Partners different. Whether you’re a potential client, a business partner, or just curious about what we do, this podcast is the perfect way to connect with us and get to know the people behind the numbers.
Behind the numbers with JD
Dealing with large inheritances from a giving and receiving perspective
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In this episode we talk about the great intergenerational wealth transfer with considerations for those planning inheritance and those receiving it.