3 episodes
Wealth Planning with Louis Green UBS advisor podcasts
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- Business
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4.0 • 1 Rating
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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.
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How should I invest my cash after the sale of my business, vested stock positions or an inheritance?
Whether you've sold your business, received a windfall, or experienced a significant financial event, this episode of Wealth Planning is for you. Join us as we help you understand the options available to you regarding your cash position. We will discuss how much cash you should hold at any time, the risks of holding too much cash and provide you with a framework for investing your cash.
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Navigating options for your 401(k) plan after retirement or a job change
Join us as we explore the choices you face with your 401(k) plan when transitioning away from your current job or retiring. We discuss the four main options individuals have with their 401(k) plan after retirement or a job change. We will discuss the advantages and disadvantages of each option. We will also share a few real world examples from clients we worked with.
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How to manage the risk from your concentrated stock positions
Whether you're an executive, entrepreneur, or individual investor with a concentrated equity position, this episode of Wealth Planning: Unveiling the secrets of wealth creation is for you. Join us as we explore a wide range of topics, including understanding concentrated equity positions, risk management techniques and tax planning strategies. We will also discuss liquidity solutions and charitable strategies.