Episode 5: Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth

Smart Money Conversations
28/08/2025 59 min Temporada 1 Episodio 5

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Episode Synopsis

Thoughts on Debt, Withdrawal Rates, Mindfulness, and Net Worth," Brett Croft shares strategies for UHNW clients to manage debt, optimize safe withdrawal rates (e.g., 4% rule ), and align net worth with mindful financial goals. He blends practical insights with mindfulness to balance wealth and well-being. Tune in for clear, actionable advice to enhance financial freedom.

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