15분
We Are Officially Back - State of The Podcast WealthSmarts
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- 투자
The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc.
Make sure to check out our podcast, WealthSmarts, wherever you find your podcasts.
For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca
If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart.
For regular content make sure to follow us on social media!
Facebook/Instagram/Threads: @wealthsmart
The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc.
Make sure to check out our podcast, WealthSmarts, wherever you find your podcasts.
For detailed insights and tailored advice for your and your family's finances, make sure to check out our website: wealthsmart.ca
If this content makes you interested in managing your finances, give us a like, share, and make sure you're subscribed to WealthSmart.
For regular content make sure to follow us on social media!
Facebook/Instagram/Threads: @wealthsmart
15분