Succession Planning with Tom Garrity | Your Financial Choices

By Laurie Siebert

Published January 29, 2026 at 2:24 PM EST

On this episode, Laurie Siebert talks with Tom Garrity, Managing Partner at Compass Point Family Business Consulting, about the importance of succession planning, and how to implement it in your unique situation.

Tune in to Your Financial Choices every Wednesday from 6:00 to 7:00 PM following All Things Considered.

(Original air-date: 1/28/26)

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Laurie Siebert

Laurie hosts WDIY's weekly financial call-in show, Your Financial Choices, every Wednesday at 6 PM. She is a Certified Public Accountant, Certified Financial Planner™ professional, Accredited Estate Planner, Registered Representative, Independent Adviser Representative, and Senior Vice President of Valley National Financial Advisors.

See stories by Laurie Siebert