Playbook of the Wealthy
Playbook of the Wealthy
Experienced financial advisors Dave Grant (Retirement Matters, Inc.) & Heather Townsend (Townsend Financial) talk about their advice to wealthy clients and how it can benefit you.
Husk at besøge podcastens hjemmeside og støtte skaberen: playbookotw.com
Forfatter
Playbook of the Wealthy
Kategori
Podcastens hjemmeside
Seneste episode
17. jul. 2026
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Episoder
Ep 3 - How Our Clients Became Wealthy 17.01.2025 43:10
Understand how some of our clients received their wealth quickly and how some have taken their whole lifetime to generate it.
Ep 2 - Chubby, Fat or Lean: Which FIRE are you? 10.01.2025 38:36
Learn the different approaches to FIRE (Financial Independence, Retire Early) and what Dave and Heather would suggest if you want to try this financial approach
Ep 1 - Meet the Planners 03.01.2025 36:33
Meet Dave Grant and Heather Townsend - the planners behind Playbook of the Wealthy. Who are they, what do they do, and why are they doing this podcast?
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