Ep 15 - Bob Quinn: Wealth Building and Inheritance - podcast episode cover

Ep 15 - Bob Quinn: Wealth Building and Inheritance

Dec 03, 202028 min
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Episode description

My name is Shannon and I am going to die with Bob Quinn.

Bob Quinn CFP, Principal at The Money Advisers, is back for a Wealth Building series. Certified, Qualified, and Experienced is not why we have him back. We brought him back because he's a renegade, somewhat contrarian, has opinions that get to the heart of the matter and his method works. We will be exploring Bob's W.I.S.D.O.M. Approach to wealth building; including:

W – Wealth by design; as a professional and/or a business owner
I – Inheritance Triangle
S – Demons in your S.I.P.A.
D – Triple D
O – Organise, then Optimise
M – Meaningful, matters

Connect with Bob:

Website: www.TheMoneyAdvisers.ie
Facebook: https://www.facebook.com/TheMoneyAdvisers/ Twitter: https://twitter.com/moneyadviserie
LinkedIn: https://www.linkedin.com/company/money-adviser/

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