Episode notes
JR Gondeck is the sharpest financial mind I've had on this show. He's a Wealth Advisor & Managing Director at The Lerner Group. Not to mention he's been featured in Forbes, Barron's, VP at a big bank and has 4 kiddos!
JR works with families to promote intentional communication and drive collaboration between all generations. In fact, he recently co-authored a book titled, Family Value at Risk, which details the importance of inclusive and intentional communication among family members "to leave a legacy wealthier than money."
JR leverages his deep knowledge of global financial markets and passion for investing to guide clients thro ...