Por: Bartlett Wealth Management

The path to pursuing your financial goals is not a straight one… it comes with twists and turns, unexpected roadblocks, and even a few pleasant surprises along the way. Holly Mazzocca, president of Bartlett Wealth Management, helps you navigate the course by providing stories and insights that you can apply to your own unique path. Join Holly to dive into conversations that cover current dynamics in the financial markets, retirement planning, charitable giving that aligns with your values, passing wealth on to future generations, business transitions, and so much more as you explore the many transitions your personal wealth journey will take over time. 

5 episodios disponibles