This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning?8:13- Assetallocation 15:50- Planning fordifferent generations18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts25:53- Can AIreplace financial planning?

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13- Assetallocation 15:50- Planning fordifferent generations 18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts 25:53- Can AIreplace financial planning?

Financial Planning Special

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.

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Financial Planning Special

Financial Planning Special

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