The Heart Guy presents The Heart of the Matter with Mark Kravietz - Season 3 Episode 6

Are you ready financially to "weather the storm", if you are unable to work while you or your spouse or partner(s) is going through a challenging surgery and prolonged recovery period while you are healing up. Or, perhaps it will not be feasible to return to work in the same way as before such a surgery. In this episode, Dr. Gary Sherman discussed issues of saving and finance with Finance Advisor and American Heart Association board member, Mr. Mark Kravietz. Mark shares many words of wisdom in this thoughtful and thought-provoking podcast conversation. Mark Kravietz is the Managing Partner and Founder of Aline Wealth. Mark brings to ALINE a consummate investment acumen, which he utilizes to address the full range of clients’ challenges. His knowledge of financial, investment, and exit planning has helped clients through difficult economic and market cycles, and this expertise is supplemented by a decidedly human approach to business. Mark was named among the top 31 wealth advisors in New York state in both 2019 and 2020 by Forbes Magazine. In addition to being spotlighted in numerous articles, appearances on radio programs, and various other awards, Mark’s certifications are numerous and prestigious. He holds the Certified Financial Planner (CFP®) designation, as well as the Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business. He specializes in exit planning and achieved the prestigious accreditation of Certified Exit Planning Advisor (CEPA®) from the University of Chicago’s Booth Business School.Mark has also continuously dedicated his personal life to charitable pursuits, sitting on the National Investment Committee for the American Heart Association and is a current board member of the Long Island American Heart Association. Mark is the host of his own podcast titled, "Find Your Exit" where he  discusses strategies about  how to successfully exit your business. Mark may be reached at:  mark.kravietz@alinewealth.com and his website is http://www.alinewealth.com.