Explore innovative wealth management strategies in this captivating episode of the Under the Hood podcast featuring Brent Boden from Savvy Advisors. Hosted by Timothy Douglas, this episode delves into the multi-faceted world of financial advisory, highlighting how savvy tech integration in wealth management can significantly enhance client advisory experiences. Brent Boden shares his journey from civil engineering to finance, underscoring key topics such as the importance of tech-forward financial tools, evaluating alternatives in emerging fields, and understanding risk beyond the portfolio.
Get in touch with Brent:
https://www.savvywealth.com/
https://www.linkedin.com/in/brentboden/

Discover insights into portfolio customization, the nuances of investment strategies, and the rising significance of alternative investments like real estate, private equity, and even whiskey. Whether you're a medical professional, a newly exited business owner, or simply keen on financial planning, this conversation provides a comprehensive overview of how to effectively navigate the financial landscape today.
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