Protecting your legacy from volatility, taxes, & long-term care
Benefits of and differences between Wills and Trusts
Use of Important documents including Wills, Trusts, Power of
Attorney, & Beneficiary documents
Maximizing your estate by utilizing other pieces of the Alpha
About the Podcast
On The Money: Alpha Planning 101 is a bi-weekly podcast designed to introduce the basic but necessary financial planning principles. Your hosts, David and Brandon Domenick, are owners of Capital A Wealth Management located in Cranberry Twp, PA. These two brothers are second generation to the family business and are licensed retirement planning professionals. Based on their 5-Step Alpha Plan process, this podcast will bring insights on timely articles, interviews, ideas, and strategies that focus on the importance of planning for the future.