Playbook of the Wealthy

Por: Playbook of the Wealthy
Experienced financial advisors Dave Grant (Retirement Matters, Inc.) & Heather Townsend (Townsend Financial) talk about their advice to wealthy clients and how it can benefit you.
51 episodios disponibles

Latest episodes of the podcast Playbook of the Wealthy

Funding your Remodel 23/12/2025
Sell Your Business for More - Secrets Nobody Tells You 12/12/2025
Big Changes Coming to Your 401(k) 08/12/2025
Making Required Minimum Distributions Less Complicated 06/12/2025
Managing Uneven Cash Flow 21/11/2025
Ep 46 - What do the wealthy do with their cash in retirement 14/11/2025
Ep 45 - The Wonderful World of Health Savings Accounts 07/11/2025
Ep 44 - Crushing Your Employee Benefits Open Enrollment 31/10/2025
Ep 43 - Investing in 2026 24/10/2025
Ep 42 - Mistakes we see with Estate Planning 17/10/2025
Ep 41 - Asset Protection 10/10/2025
EP 40 - Tax Planning Happens Now 03/10/2025
Ep 39 - Hot Topics 26/09/2025
Ep 38 - should I invest in Crypto or private equity in my 401k? 19/09/2025
Ep 37 - When, Why and How to Hire a Financial Planner 12/09/2025
Ep 36 - Small Business Retirement Plans 05/09/2025
Ep 35 - What to do with your 401(k) when leaving or retiring 29/08/2025
Ep 34 - Asset Location 22/08/2025
Ep 33 - Answering Listeners' Questions 15/08/2025
Ep 32 - Selling Real Estate 08/08/2025
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