Easing Into the Knowledge of Wealth
Sep 02, 2020•55 min
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Episode description
This week, Brent and Rachel are joined by A.J. Price, CPA, CFP, to discuss how families can introduce younger generations to family wealth. They discuss the benefits of family-wide meetings, examine the many methods of family investments, and dive into the importance of goal-based investing. A.J. Price is an Associate Wealth Advisor at Strategic Wealth […]
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