Unboxing a Very Complicated Wall Street
INTERVIEW ON THE PRICE OF BUSINESS SHOW, MEDIA PARTNER OF THIS SITE.
Recently Kevin Price, Host of the nationally syndicated Price of Business Show, interviewed Michael Neuenschwander.
A native Houstonian, Michael graduated from Texas A&M University with a Bachelor’s degree in accounting and a Master’s degree in finance. Grounded in the principles of his training as a CPA and CFP® and with nearly 20 years’ experience, Michael designs forward-thinking, taxefficient investment strategies for retirees and specializes in complex situations unique to high-net worth families.
While predicting the unpredictable is impossible, Michael’s holistic, indepth planning approach covers as many bases as possible to help you create a retirement strategy that addresses a variety of potential risks, tax situations and provide sustainable income streams for the length of your retirement. From tax-efficient strategies to investment advice to protecting some of your assets, he guides you in building a fiscal house to help support your lifestyle and long-term financial goals.
Michael is proud to serve as a fiduciary, building trust with his clients through due diligence, integrity and transparency. His priority is to help individuals and business clients turn the complex components of wealth management into easy-to-understand solutions for protecting and preserving their wealth while minimizing tax exposure. An educator at heart, Michael has written for Forbes and Kiplinger’s magazine, is co-author of “Retire Abundantly,” was a featured radio talk-show host and is often featured on Houston’s Fox 26 News. He is an 8-year award winner of the prestigious 5-Star Wealth Manager award that is only awarded to the top 5% of Financial Planners in the Greater Houston area.
Michael married his high school sweetheart, Rachel, and they are raising their two beautiful children, Ella and Hudson. He is a car enthusiast and enjoys home improvement projects and getaways to the beach or lake, as well as an occasional winter vacation to the mountains for skiing. Of course, no fall would be complete without at least several trips back to College Station to attend an Aggie football game with friends.
Learn more at www.OutlookWealth.com.
For more great business stories click here.
LISTEN TO THE INTERVIEW IN ITS ENTIRETY HERE:
