Podcast
The Gottlieb Organization
Hosted by The Gottlieb Organization · ENGLISH
Managing your wealth can be incredibly complex, involving asset protection, wealth transfer, insurance services, risk mitigation and managing investments. We are The Gottlieb Organization, and we specialize in making it simple with custom wealth strategies crafted for long-term growth and security. On this podcast we share the insights and perspectives we’ve gained in our six decades helping high-net-worth clients and organizations of all kinds.
12episodes
Episodes
Newest firstAll episodes
The Gottlieb Story: Building A Legacy
Dec 4, 202000:03:24Tap to summarizeThe Gottlieb Organization's story has many more chapters to come. We have gotten to where we are by putting our clients first and striving for creative innovation at every turn. In this episode, Josh Gottlieb discusses what he hopes this generation will leave behind to propel TGO and their clients forward.
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Thinking Outside the Nine Dots: Corporate Owned Life Insurance
Nov 20, 202000:03:42Tap to summarizeFor nearly half a century, we've been innovators in Corporate-Owned Life Insurance. We've seen laws and tax rates change, leaving many companies with plans that are no longer attractive and have no clear path forward. In this episode, we discuss some of that history and how we help clients find relief from these old plans.
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The Gottlieb Story: Shaping the Future
Nov 13, 202000:03:51Tap to summarizeHow will the next generation of The Gottlieb Organization build on the first 65 years? Where do we want to go next, and how will we make things even better? These are the questions Josh Gottlieb discusses in this episode as we look to new horizons for our next generation to explore in the world of financial innovation.
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Thinking Outside the Nine Dots: Estate Planning
Nov 5, 202000:03:32Tap to summarizeWe approach estate planning differently. While there are many different instruments you can use, ultimately it is not all about the tax — it's about what matters to you. In this episode we take a look at how TGO helps clients create a unique estate plan that fits their goals for each stage of life.
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The Gottlieb Story: The Past — Landmark Moments
Oct 22, 202000:05:59Tap to summarizeThe history of The Gottlieb Organization is marked by innovative approaches taken to meet challenges where the norm fell short. We have seen landmark moments in the world of insurance, pensions and benefits finance. We were at the fore of the industry, driven by our dedication to serve our clients better.
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Thinking Outside the Nine Dots: Premium Finance
Oct 16, 202000:04:04Tap to summarizePremium finance is a matter of using third party debt to pay for life insurance. When properly understood and crafted with care, this can be a powerful part of your financial strategy. Today we cut through some of the myths and assumptions that surround premium finance, and discuss how we do things differently.
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The Gottlieb Story: Key Influencers for Gottlieb
Oct 8, 202000:03:21Tap to summarizeWhat makes you who you are today? What people and experiences have shaped you the most? In today's podcast Josh Gottlieb focuses on two people that have had an enormous impression on both himself and The Gottlieb Organization.
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Thinking Outside the Nine Dots: Life Insurance as an Asset Class
Oct 1, 202000:02:25Tap to summarizeThe right financial strategy is optimized to take advantage of all your best opportunities. But most people only consider the most popular options. Life insurance has more to offer than merely benefits in the event of a death — in this episode we take a look at how we leverage it for securely growing assets.
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The Gottlieb Story: Meet Josh Gottlieb
Sep 25, 202000:02:17Tap to summarizeThe Gottlieb Organization is a mosaic of the experiences and insights of our team members. In this episode, Josh Gottlieb shares how his background instills creativity and efficiency into everything that TGO does.
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Thinking Outside the Nine Dots: Unconventional Thinking
Sep 18, 202000:01:31Tap to summarizeThink you see every angle? There may be more on the table. Seeing past perceived limitations is what we call "thinking outside the nine dots," and it's the focus of this season of our podcast.
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