Listen "Is it Time to Listen to the Fed? | Season 2 EP 11 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®"
Episode Synopsis
Join one of San Diego's local TOP Financial Planners, Dustin TenBroeck as he sits with leading wealth portfolio manager, Luke Jacobson for S2EP11 to discuss; Elon Musk making his TV debut.. on SNL!? Recovery could take longer than expected....Is it time to listen to the FED? Inflation AGAIN!?! Do you know how to "time" the market? 1031 exchange elimination, what is Bidens new tax proposal? We discuss a lot of crucial topics that could benefit your portfolio so don't miss out! Original Airdate- 5/13/21Asset Management,CFA,CFP,Capital Management,Economics,Personal Finance,Money Management,yacht club,venture capital,asset allocation,tax strategy,estate plan,real estate investing,retirement age,estate attorney,business owner,inflation,taxes,retirement,Retirement planning,Estate law,Venture Capital,Business Owner,Asset Allocation,Inflation,Investing,Portfolio,Wealth manager,portfolio manager,Financial Planner,asset management explained,finance
More episodes of the podcast Presidio Perspective
Markets in Motion: Uncovering Opportunities for Your Portfolio | S5E2 | Dustin TenBroeck, CFP®
01/11/2023
“We're not out of the woods yet!" | S4E11 | Dustin TenBroeck, CFP® | Dave Chenet, CFA, CAIA
30/05/2023
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.