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

Mostrando página 2 de 3

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
Ep 22 - Q and A 30/05/2025
Ep 21 - What You Need to Know about Inheriting Wealth 23/05/2025
Ep 20 - Tax Loss Harvesting 16/05/2025
Ep 19 - Dealing with Rapidly Increasing Income 09/05/2025
EP 18 - Correctly Diversifying Your Assets 02/05/2025
Ep 17 - Retirement Income 25/04/2025
Ep 16 - Housing in Retirement 18/04/2025
Ep 15 - Handling Your Emotions When Investing 11/04/2025
Ep. 14 - Answering ALL the questions! 04/04/2025
Ep 13 - Tax Return Mistakes 28/03/2025
Ep 12 - Housing Decisions Before Retirement 21/03/2025
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