The Wise Wealth Podcast - September 25, 2023

Joshua and Shaun Humphries with Humphries Wealth Group discuss Wealth Planning topics: estate questions, investment themes, tips for those under 40, and trends. We provide ideas to help you grow and protect your wealth so you can use your wealth to achieve your personal and aspirational goals.

If you have any questions related to Wealth Planning/financial issues, please email us. Every week, we will review your questions and try to integrate question themes into the podcast.

Here's our email:
[email protected]

Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and a second opinion on your current planning. Here's the link,
https://www.humphrieswealthgroup.com/

Access our complimentary Retirement Planning Resource Bundle. Click the following link to learn more,
https://exciting-trailblazer-1136.ck.page/6f398a5930

Investing for Retirement Course - we have prepared a comprehensive course that reviews the key elements for building your retirement portfolio. You can get access to this FREE course by clicking the following link,
https://www.humphrieswealthgroup.com/investing-for-retirement

Retirement Cashflow Planning Course - Effective cash flow management is a cornerstone of retirement planning. You can access this FREE course by clicking the following link,
https://www.humphrieswealthgroup.com/retirement-cashflow-planning

Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including:

Travel and Leisure
Health
Relationships
Hobbies
Volunteerism
Work

Shaun Humphries B. Admin, CFP®
Senior Financial Planning Advisor
Assante Capital Management Ltd.

Тэги:

#retirement #retirement_planning #retirement_cashflow #retirement_investing #tax_planning #investment_planning #retirement_transition #retirement_budgeting #estate_planning #Retirement_Consultant #retirement_tax_plannning #Shaun_Humphries #Assante_Wealth_Management #Retirement_Plan #wise_money_show #personal_finance #how_to_build_wealth_in_your_40s #how_to_build_wealth_in_2023

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