MONEY MATTERS with Christopher Hensley

Dive into the insightful world of finance with Franklin J. Parker on the "Money Matters" podcast. From his unique transition from musician to financial expert, Franklin discusses the importance of tailoring investment strategies to individual goals. This episode sheds light on the inadequacies of traditional financial planning and introduces a more personalized, goals-based approach. Learn how to navigate investments, tax efficiency, and wealth preservation in this enlightening conversation.

Chapters:

  1. Introduction & Background - Franklin's journey from musician to finance.
  2. The Shift to Goals-Based Investment - Critique of traditional investment strategies.
  3. Personalizing Financial Planning - Tailoring investments to individual goals.
  4. Risk Management & Tax Efficiency - Strategies for a smarter financial future.
  5. Wealth Preservation for Families - Navigating intergenerational wealth transfer.

Tune in to gain a deeper understanding of how to align your financial strategies with your personal ambitions and challenges.

Direct download: MMEPISODE310.mp3
Category:Investment -- posted at: 6:31am PST
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