Playbook of the Wealthy

Business EN ↓ 78 bölüm

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.

Podcast'in sitesini ziyaret etmeyi ve yapımcısını desteklemeyi unutma: playbookotw.com

Yazar

Playbook of the Wealthy

Kategori

Business

Podcast web sitesi

playbookotw.com

Son bölüm

17 Tem 2026

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Bölümler

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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