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Dan Sinton, Chartered Financial Analyst - Financial Independence is your Choice

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Manage episode 386826904 series 3532733
Contenuto fornito da Âme Atendre. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Âme Atendre o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

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We have financial independence on the table today. Dan Stinton is a financial analyst who worked at Franklin Templeton, Charles Schwab, as a Senior Analyst at Fisher Investments and now runs his own wealth management firm, Rational Investment Management. He joins Ashley today to talk about the philosophies and approaches to money management, how to instill financial literacy in kids, finding a financial family planner that works for you and how to make financial planning and budgeting less stressful at any stage of life.

You can learn more about Dan, his tax partner Brian Prose and their firm at rationalim.com

Link to the Leather Catchall and the 9” Royal Goat Skin Notebook gifted to Dan by Âme Atendre.

Follow On the Table with Ashley on Instragram @onthetablewithashley

On the Table with Ashley is presented by Âme Atendre, a luxury home goods and tableware brand with a mission to connect people to all that matters.

Follow Âme Atendre on Instagram @amatendre

  continue reading

24 episodi

Artwork
iconCondividi
 
Manage episode 386826904 series 3532733
Contenuto fornito da Âme Atendre. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Âme Atendre o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Send us a text

We have financial independence on the table today. Dan Stinton is a financial analyst who worked at Franklin Templeton, Charles Schwab, as a Senior Analyst at Fisher Investments and now runs his own wealth management firm, Rational Investment Management. He joins Ashley today to talk about the philosophies and approaches to money management, how to instill financial literacy in kids, finding a financial family planner that works for you and how to make financial planning and budgeting less stressful at any stage of life.

You can learn more about Dan, his tax partner Brian Prose and their firm at rationalim.com

Link to the Leather Catchall and the 9” Royal Goat Skin Notebook gifted to Dan by Âme Atendre.

Follow On the Table with Ashley on Instragram @onthetablewithashley

On the Table with Ashley is presented by Âme Atendre, a luxury home goods and tableware brand with a mission to connect people to all that matters.

Follow Âme Atendre on Instagram @amatendre

  continue reading

24 episodi

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