At the Money: Your Financial 'Captain'

At the Money: Your Financial 'Captain'

9 Minuten
Podcast
Podcaster
Bloomberg's Barry Ritholtz looks at the people and ideas that shape markets, investing and business.

Beschreibung

vor 5 Monaten

Who's in charge of all of the details of your financial life? Not
just the stocks and bonds, but your taxes, your will, your
estate, any trusts, insurance, credit line, your real estate,
anything that affects your financial health. Peter Mallouk, CEO
of Creative Planning (300B in client assets), speaks with Barry
Ritholtz about the advantages of having a financial 'captain' in
charge of all of your affairs.  


See omnystudio.com/listener for privacy information.

Kommentare (0)

Lade Inhalte...

Abonnenten

15
15
:
: