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Episodes: 3

Description

Welcome to "Wealth Planning" the podcast dedicated to helping you navigate the world of wealth planning. Join us as we dive into the strategies necessary to build and preserve wealth. In each episode, Louis will share his knowledge on a wide range of wealth planning topics. From investment strategies and portfolio management to retirement planning, we cover it all. Discover the best practices in wealth planning as we dissect complex concepts and break them down into actionable steps. "Wealth Planning" goes beyond the numbers and charts. We explore the emotional aspects of wealth, addressing topics such as goal setting, and overcoming financial obstacles. Each episode is designed to be engaging, informative, and thought-provoking. Subscribe to "Wealth Planning" and embark on a journey towards financial independence.

Episode Date
How should I invest my cash after the sale of my business, vested stock positions or an inheritance?
Oct 25, 2023
Navigating options for your 401(k) plan after retirement or a job change
Sep 20, 2023
How to manage the risk from your concentrated stock positions
Sep 13, 2023