1
Oct. 10, 2024
In this insightful episode, Billion Dollar Podcast hosts sit down with Michael Dutra, the CEO of Dutra Wealth Management Group, to explore the intricacies of wealth management, financial security, and impactful philanthropy. Michael's journey, from his early days of door-knocking to leading a wealth management firm, is packed with valuable lessons for new and experienced advisors alike. He shares strategies on maximizing wealth transfer, tax-efficient giving, and achieving a balance between care...