Episode 104

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Published on:

13th Jan 2021

Estate Planning with Scott Aitken | Wilde Wealth Wednesdays

Wilde Wealth Wednesdays on Valley Business Radio are powered by the team at Wilde Wealth Management Group, an award-winning independent financial advisory firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services, all under one roof.

On today's show, Scott Aitken with Wilde Wealth Management Group talks about the importance of estate planning and how to create your plan.

Scott Aitken is a Wealth Management Advisor with Wilde Wealth Management Group. Scott got his start in banking in 2007 before transitioning to wealth management in 2011. He joined the Wilde Wealth team in 2019, after being inspired by Wilde’s successful platform bringing together tax planning, legal planning and investment expertise. Prior to Wilde, Scott worked with JP Morgan in both Arizona and New York. In his current role, he helps enhance his clients’ wealth management experience with more investment flexibility and nimble investment management capabilities. Scott holds Series 7 and Series 66 registrations as well as life and health insurance licenses.

Follow Wilde Wealth Management Group on LinkedIn, Facebook, Instagram, and YouTube.

The Valley Business Radio show, hosted by Dr. Adrian McIntyre, is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

This broadcast is general in nature and is provided for informational use only and should not be considered as specific investment or tax advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. Keep in mind that investing involves risk, including loss of principal. Investment decision should be based on individual’s own goals, time horizon and tolerance for risk. Consult your investment and/or tax professional regarding your unique situation.

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About the Podcast

Valley Business Radio
Amplifying the voices of business leaders in Arizona.
Valley Business Radio, hosted by Dr. Adrian McIntyre, features in-depth interviews with executives and entrepreneurs from leading companies in metro Phoenix and other cities throughout Arizona.

Our mission is to tell the stories that traditional media tends to ignore and help connect you to the right people.

The show is recorded and produced in the studio of PHX.fm, the leading independent B2B online radio station and podcast studio in Phoenix, AZ. Learn more at https://phx.fm

About your host

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Adrian McIntyre, PhD

Dr. Adrian McIntyre is a social scientist, storytelling strategist, and internationally recognized authority on effective communication. His on-air experience began in 1978 at the age of five as a co-host of "The Happy Day Express," the longest-running children's radio program in California history. Adrian earned his PhD in cultural anthropology from the University of California, Berkeley, where he was a Fulbright scholar and National Science Foundation research fellow. He spent nearly a decade in the Middle East and Africa as a researcher, journalist, and media spokesperson for two of the largest humanitarian relief agencies in the world. Today he advises and trains entrepreneurs, executives, and corporate teams on high-performance communication, the power of storytelling, and how to leverage digital media to build a personal leadership brand.