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 3 de 3

Ep. 11 - Current Events, March 2025 14/03/2025
Ep 10 - Focusing on Retirement Matters 07/03/2025
Ep. 9 - Smart Tax Moves with your RSUs 28/02/2025
Ep. 8 - Everything "Kids and Money" 21/02/2025
Ep. 7: Current Events to be Aware of in the Financial World 14/02/2025
Ep 6 - Setting yourself up for a wealthy 2025 (Retired edition) 07/02/2025
Ep 5 - Setting yourself up for a wealthy 2025: Non-retired edition 31/01/2025
Ep 4 - Learning from the LA fires: How to adequately insure your home 24/01/2025
Ep 3 - How Our Clients Became Wealthy 17/01/2025
Ep 2 - Chubby, Fat or Lean: Which FIRE are you? 10/01/2025
Ep 1 - Meet the Planners 03/01/2025
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