
The Balanced Investor
- Business · Investing
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About
Welcome to The Balanced Investor, the podcast that helps you achieve a balance between life and wealth in retirement. I’m excited to be your host and guide as we explore a range of topics around investment, including the challenges of finding the right balance, managing risk, and achieving financial freedom in retirement. In each episode, we’ll dive into the latest trends and insights in retirement finance, and provide actionable advice on how to retire well. We’ll also discuss strategies for helping your kids financially, so you can leave a lasting legacy for future generations. Whether you’re a season...
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Recent episodes
- What is a Power of Attorney and why do I need one?
- Do I need a Relationship Property Agreement
- Frontloading Spending in Retirement
- Do we have to treat our kids the same financially?