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Inside Look: A Wealth Planning Case Study (Part 2 of 3)
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Continue to follow along with our case study of the Smiths as John digs into the next step of the planning process, where he examines their financials and explains how they’re progressing toward achieving their retirement goals. (7:46) Plus, we talk pensions (12:12) and Nvidia. (22:19)
Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!
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