Audible Premium Plus. $0.99/month for the first 3-months. Get this deal! $14.95 a month after 3 months. Cancel anytime. Offers ends July 31, 2024 11:59pm

Financial Planning as a Treasure Hunt
Dec 2 2020
Length: 1 hr
Podcast

Failed to add items

Sorry, we are unable to add the item because your shopping cart is already at capacity.

Add to Cart failed.

Please try again later

Add to Wish List failed.

Please try again later

Remove from wishlist failed.

Please try again later

Adding to library failed

Please try again

Follow podcast failed

Please try again

Unfollow podcast failed

Please try again

Financial Planning as a Treasure Hunt

Listen for free

View show details

Summary
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.

Show more Show less

Show more Show less

What listeners say about Financial Planning as a Treasure Hunt

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews

No Reviews are Available

Report a review on Amazon