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Ep 09 - Wealth Building for Business Owners with Bob Quinn CFP
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محتوای ارائه شده توسط Shannon Eastman. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Shannon Eastman یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Wealth Building for Business Owners: More Foresight, Less Hindsight - The why, what and how. with Bob Quinn CFP, Principal at The Money Advisers. The conversations covered examples of critical thinking, quality questions to ask yourself and insights for you to consider when navigating your wealth building efforts.
About Bob:
Certified, Qualified, Experienced and dedicated to delivering unbiased financial insights to ensure your wealth building efforts serve you best; the reasons I opened The Money Advisers more than a decade ago. When you are 50ish, your wealth building conversations encompass more areas of life, with more nuanced context directed by a wisdom that only comes from being 50ish.
The W.I.S.D.O.M. Approach to wealth building:
W – Wealth by design; as a professional and/or a business owner I – Inheritance and gifts; yours and theirs at a specific time S – Savings, Investments, Pensions and Assets in their rightful places D – Death, divorce and dementia; preparing for life’s definites, and maybes O – Organising, maximising and delivering a strong set of personal finances M – Making time for what’s important in life; family, relationships and colleagues
Connect with Bob:
Website: www.TheMoneyAdvisers.ie
Facebook: https://www.facebook.com/TheMoneyAdvisers/
Twitter: https://twitter.com/moneyadviserie
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