Playbook of the Wealthy

Playbook of the Wealthy

Business EN ↓ 77 episodes

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.

Author

Playbook of the Wealthy

Category

Business

Podcast website

playbookotw.com

Latest episode

Jul 10, 2026

Where to listen?

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Episodes

Ep 2 - Chubby, Fat or Lean: Which FIRE are you? 10.01.2025

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

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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