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Listen "Ready, Set,...RE-OPEN?! | Season 2 EP 7 | Dustin TenBroeck, CFP® | Luke Jacobson, CFA®"
Episode Synopsis
One of San Diego's local TOP Financial Planners, Dustin TenBroeck sits with leading wealth portfolio manager, Luke Jacobson to discuss the recent Oscar nominees, who got snubbed and who will take actress and actor of the year. What is a bond and why should you invest? W discuss why you should be keeping a close eye on Bonds and what they mean to your portfolio. What will Biden do in his first 100 days? New tax rates, covid-19 passports and what why these are important for your portfolio. The stock market is always changing, but what does it mean to you and your portfolio now that it has transitioned to a Bull Market? Subscribe to be notified when new episodes are available!Finance, Asset Management, News, Politics, CFA, CFP, Capital Management, Economics, Personal Finance, Money, Money Management, Finance Management, Economy, Global finance News, Finance News, Asset, Budget, Accounting, Hedge Fund, yacht club, venture capital, asset allocation, tax strategy, estate plan, real estate investing, retirement community, retirement home, retirement age, estate attorney, business owner, business investing, market crash, inflation, taxes
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
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