))
Inside Look: A Wealth Planning Case Study (Part 2 of 3)
Manage episode 401727337 series 3419234
Contenuto fornito da Creative Planning and John Hagensen. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Creative Planning and John Hagensen 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.
Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they’re progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19)
Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com
111 episodi
Condividi
