New Episode
Think estate planning is just for the wealthy? In this episode, Rich talks with estate planning attorney Samara Halpern about the essential documents every adult should have, no matter your age or income. They cover wills, healthcare proxies, powers of attorney, and what really happens if you don’t have a plan in place. It’s a practical, real-world conversation that can save your family stress, time, and money.
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Richard Leimgruber, CRPC®
"To have success you need a plan. To achieve success you need to take action."
Richard L. Leimgruber, CRPC®, is a Private Wealth Advisor bringing over 25 years of experience to his work helping individuals and families build financial plans that reflect their unique goals and dreams. Richard’s approach is personal and thoughtful, he takes the time to understand what matters most to each client and crafts strategies that support their journey toward financial security and peace of mind.
Recently, Richard launched a financial podcast to extend his reach and share practical advice with a wider audience. Through this platform, he aims to make financial wisdom accessible to a broader audience, empowering listeners with the insights and tools needed to enrich their lives.
Whether someone is new to financial planning or a seasoned investor, Richard believes everyone deserves access to wisdom that can make life better.
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