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In this episode Abraham and Tim delve into the details around:
- How Tim got into financial planning
- Tim’s role at RockWealth and his vision for the business
- Tim’s work with Betafolio and how it helps with portfolio management
- Tim’s exit strategy
- Tim’s input on EBAL and the importance of driving this
- How Tim invests his retirement money
In this episode Abraham and Tim delve into the details around:
- How Tim got into financial planning
- Tim’s role at RockWealth and his vision for the business
- Tim’s work with Betafolio and how it helps with portfolio management
- Tim’s exit strategy
- Tim’s input on EBAL and the importance of driving this
- How Tim invests his retirement money
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