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Inhoud geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Having a defined process will improve and enhance what you accumulate

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Manage episode 240221479 series 1065351
Inhoud geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Ray Baraldi of Sarian Strategic partners and Richard Flahive of HighTower Westchester discussed the 'accumulation phase' of every saver/investor's lifetime and how gathering, gaining and controlling assets is better and easier with a defined process, rather than some vague make-as-much-as-you-can idea. Baraldi noted that planning helps to eliminate stress and uncertainty that makes investors uncomfortable; Flahive added that planning -- especially for items that most investors overlook, such as taxes -- helps to maximize accumulation opportunities.

  continue reading

99 afleveringen

Artwork
iconDelen
 

Gearchiveerde serie ("Inactieve feed" status)

When? This feed was archived on April 07, 2022 07:46 (2y ago). Last successful fetch was on May 31, 2021 06:07 (3y ago)

Why? Inactieve feed status. Onze servers konden geen geldige podcast feed ononderbroken ophalen.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 240221479 series 1065351
Inhoud geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Ray Baraldi of Sarian Strategic partners and Richard Flahive of HighTower Westchester discussed the 'accumulation phase' of every saver/investor's lifetime and how gathering, gaining and controlling assets is better and easier with a defined process, rather than some vague make-as-much-as-you-can idea. Baraldi noted that planning helps to eliminate stress and uncertainty that makes investors uncomfortable; Flahive added that planning -- especially for items that most investors overlook, such as taxes -- helps to maximize accumulation opportunities.

  continue reading

99 afleveringen

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