• Financial Planning as a Treasure Hunt

  • Dec 2 2020
  • Duración: 1 h
  • Podcast

Financial Planning as a Treasure Hunt

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • This episode continues the theme advanced in Episode 8 (Financial Planning Done Right) that addressing the non-investment elements of financial planning is every bit as important as portfolio management. J.R. continues to hammer this point home using real-life examples pertaining to social security optimization, qualified retirement plans, employee benefits, and asset registrations/beneficiary designations.
    Más Menos
Más Menos

Lo que los oyentes dicen sobre Financial Planning as a Treasure Hunt

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles