『Financial Planning as a Treasure Hunt』のカバーアート

Financial Planning as a Treasure Hunt

Financial Planning as a Treasure Hunt

無料で聴く

ポッドキャストの詳細を見る

このコンテンツについて

 This episode continues the theme advanced in Episode 8 (Financial Planning Done Right) that addressing the non-investment elements of financial planning is every bit as important as portfolio management. J.R. continues to hammer this point home using real-life examples pertaining to social security optimization, qualified retirement plans, employee benefits, and asset registrations/beneficiary designations.

Financial Planning as a Treasure Huntに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。