More Than Wealth

Aligning Your Wealth With Your Goals: The Wealth Way Strategy with Justin Waring


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Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Services, to uncover the Wealth Way Strategy. This approach shifts the focus from mere wealth accumulation to a roadmap where your investments mirror your life's aspirations through three strategic buckets: Liquidity, Longevity, and Legacy. Join us as we delve into how these buckets can create peace of mind and truly help turn possibilities into a structured plan.
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More Than WealthBy UBS advisor podcasts