))
Shaping Positive Money Behavior with Guest Jonathan Blau
Manage episode 431836361 series 3371055
Inhalt bereitgestellt von Victoria Collier. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Victoria Collier oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Are you confident in your financial plan for retirement? Join Victoria Collier and Jonathan Blau, founder of Fusion Family Wealth, as they uncover the secrets to effective financial planning tailored for lawyers. From understanding the critical role of insurance to interviewing financial advisors and exploring the intricate link between money and happiness, this episode is packed with actionable insights to help you secure your financial future.
Key Takeaways:
• The Importance of Comprehensive Financial Planning • Choosing the Right Financial Advisor • The Complex Relationship Between Money and Happiness
More About Our Guest: Jonathan is the President and CEO of Fusion Family Wealth. Behavioral finance is an important aspect of his business and he brings a fresh perspective and clarity on his work with clients. For more than two decades Jonathan has acted as a “trusted advisor to trusted advisors” with deep experience working with accounting and law firms on a wide array of financial services capabilities.
Website: fusionfamilywealth.com
We want to hear from you!
You can leave us a rating and review in Apple Podcasts. Click here and then scroll down the page to the rating and review section.
You can also leave us a rating in Spotify by clicking here.
Connect with Victoria Collier
Private Facebook Group
https://www.facebook.com/groups/1284225722042602
135 Episoden
Teilen
