Listen "Smart Golf = Smart Wealth Management - E46"
Episode Synopsis
Jesse and Gabe meet at the 9th green at 9 for a chat about golf and wealth management, and the varied similarities between the two. Both are exercises in: - Seeking reward while managing risk - Striving to reach your own personal goals, ignoring the outside noise - Planning for what's next and looking ahead - Occasionally hitting it the sand - but focusing on a smart recovery - Seeking guidance for experts who walked the course before - And much more Information presented in this podcast is not intended to be nor should be construed as individualized investment advice. All content is of a general nature and solely for educational, informational and illustrative purposes. Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Opinions of unaffiliated third-parties may not represent those of Cobblestone Capital Advisors or its employees.
More episodes of the podcast The Trusted Partner Podcast - Wealth Strategies for High Net Worth Families
Why Smart People Make Dumb Decisions - E58
29/05/2025
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