Episode 40: Personal CFO Strategies for High-Net-Worth Planning
What if the biggest financial risks you face aren’t while building wealth—but when you start spending it?
In this episode of Sterling Insights, Roger sits down with Erik Brenner, CFP®, President & CEO of Hilltop Wealth and Tax Solutions. Together, they explore the complexities of transitioning from wealth accumulation to wealth distribution, sharing valuable insights and practical strategies for listeners. Erik draws from over 30 years of experience to discuss tax mitigation, retirement pitfalls, the Personal CFO model, and the challenges facing today’s high‑net‑worth families, offering…
The skinny
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