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.
42 episodios disponibles

Latest episodes of the podcast Playbook of the Wealthy

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
Ep 31 - How Trump’s “Big Beautiful Bill” Impacts Retirees: What You Need to Know 01/08/2025
Ep 30 - Trump's BBB for High Income Earners and Business Owners 25/07/2025
Ep 29 - Avoiding the Investment Real Estate Tax "Gotcha" 18/07/2025
EP 28 - Our Controversial Financial Advice 11/07/2025
Ep 27 - Navigating Tax Optimization in Real Estate 03/07/2025
Ep 26 - Pros and Cons of Real Estate Investing 28/06/2025
Ep 25 - Social Security Updates 20/06/2025
Ep 24 - Concentrated Stock Positions 13/06/2025
Ep 23 - Optimize Your 401(k) 06/06/2025
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