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Friday, January 27, 2023

The Wholesome Advisor: Contemporary Perspective on Life With Robert Steinberg

Sponsored by Allianz Life Insurance coverage Firm of North America


Somewhat greater than six years in the past, Robert began dwelling a more healthy life-style, figuring out much more, in an effort to shed extra pounds. However sooner or later whereas figuring out, he had a widow maker coronary heart assault, which occurs when you will have a blockage within the largest artery in your coronary heart. The title of it leaves no query in regards to the severity of it—solely 12% of individuals affected by this coronary heart assault exterior the hospital survive, in line with the American Coronary heart Affiliation. Thankfully, he was one of some to reside to inform in regards to the expertise. 

On this episode, WealthManagement.com Managing Editor Diana Britton speaks with Robert Steinberg, founder and CEO of Blue Chip Companions, an advisory agency in Farmington Hills, Mich., about how the ordeal has modified his views personally and professionally.

Photograph offered by Robert Steinbergrobert-steinberg-hospital.jpg

Robert within the hospital after his coronary heart assault.

Robert discusses: 

  • What occurred the day of his coronary heart assault
  • How his expertise modified his perspective as a enterprise proprietor in addition to in life
  • The way it has modified his recommendation to purchasers when it comes to giving them permission and confidence to reside life in a fuller manner
  • What accelerated his firm’s progress after his coronary heart assault
  • Succession planning challenges that got here up within the wake of the guts assault
Photograph offered by Robert SteinbergRobert Steinberg and his wife, Cynthia

Robert Steinberg and his spouse, Cynthia


Join With Robert Steinberg:

Join With Wealth Administration & Diana Britton:

About Our Visitor:

Robert Steinberg is the founder and CEO of Blue Chip Companions, an advisory agency in Farmington Hills, Mich. He started his profession specializing in tax preparation and planning at Deloitte and went on to observe as an estate-planning lawyer for Honigman, Detroit’s largest regulation agency. Robert’s distinctive mixture of tax, authorized, and funding experience is extraordinarily precious in serving to purchasers obtain their monetary targets.

Robert graduated with an accounting diploma from Michigan State College and is an honors graduate of the College of Michigan Legislation Faculty. Robert has been a frequent contributor to Michigan Legal professionals Weekly on quite a lot of tax and property planning points.

When you’ve got a battle and want to share your experiences and assist others in comparable conditions, please attain out to Diana at [email protected]

The Wholesome Advisor podcast is out there on Apple Podcasts, Android, Stitcher, Spotify and wherever podcasts are discovered.

Merchandise are issued by Allianz Life Insurance coverage Firm of North America (Allianz). Variable merchandise are distributed by its affiliate, Allianz Life Monetary Companies, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com. 

This discover doesn’t apply within the state of New York.

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