Managing wealth is more than growing a portfolio. It is about avoiding the silent risks that can derail your financial future.#WealthManagement #HighNetWorth #investmentstrategy In this episode of Financial Cents, host Margaret Paddock and John Poure, CFP®, unpack the top five wealth management issues impacting clients today. They also take a broader look at the full set of thirteen planning topics that wealth advisors use to guide long term financial strategy.The Top 5 Wealth Management Issues✅ Investment planning✅ Retirement planning✅ Risk management✅ Tax and estate planning✅ Credit managementJohn Poure is a Wealth Advisor with Zions Wealth Advisors and is available to help you plan your future. He or one of his colleagues can be found at your local National Bank of Arizona branch.The Private Bank at National Bank of Arizona: https://www.nbarizona.com/wealth/private-banking/View more episodes: 👉 https://www.nbarizona.com/personal/community/financial-cents/#FinancialPlanning #RetirementPlanning #RiskManagement #EstatePlanning #TaxStrategy #WealthBuilding #FinancialWellness #MoneyManagement #FinancialCents #PrivateBanking #SmartInvesting #PortfolioManagement #ZionsWealth #PersonalFinance #NationalBankofArizona #Nbaz # FinancialCents Securities and Advisory services are offered through LPLFinancial (LPL), a registered investment advisor and broker/dealer (memberFINRA/SIPC). Insurance products are offered through LPL or its licensedaffiliates. National Bank of Arizona and Zions Wealth Advisors are businessdivisions of Zions Bancorporation, N.A. and are not registeredas a broker/dealer or investment advisor. Registered representatives of LPLoffer products and services using the name Zions Wealth Advisors are alsoemployees of Zions Bancorporation. These products and services are beingoffered through LPL or its affiliates, which are separate entities from, andnot affiliates of Zions Bancorporation, N.A. or Zions Wealth Advisors.Securities and insurance offered through LPL, or its affiliates are: Not insured by FDIC or Any Other Government Agency | NotBank Guaranteed | Not Bank Deposits or Obligations | MayLose Value Zions Bancorporation, N.A., provides referrals to financialprofessionals of LPL pursuant to an agreement that allows LPL to pay ZionsBancorporation, N.A. for these referrals. This creates an incentive for ZionsBancorporation, N.A. to make these referrals, resulting in a conflict ofinterest. Zions Bancorporation, N.A. is not a current client of LPL forbrokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html formore detailed information. All price references and market forecasts correspond to the dateof this recording. This podcast should not be copied, distributed, published orreproduced in whole or in part. The information contained in this podcast doesnot constitute research, recommendations, representations or warranties as tothe accuracy or completeness of the statements of any information contained inthis podcast and any liability from Zions Bancorporation, N.A. or its divisions(including direct, indirect, or consequential loss or damage) is expresslydisclaimed. The views expressed in this podcast may not be those of ZionsBancorporation, N.A. or any of its divisions. Zions Bancorporation, N.A. is notproviding any financial, economic, legal, accounting or tax advice or recommendationsin this podcast. In addition, the receipt of this podcast by any listener isnot to be taken as constituting the giving of advice, investment or otherwise,by Zions Bancorporation, N.A. to that listener, nor to constitute such person aclient of Zions Bancorporation, N.A. Copyright reserved by ZionsBancorporation, N.A. National Bank of Arizona is a division of ZionsBancorporation, N.A. Member FDIC.