In this episode with ben Lake, CFA, CFP® we talk:
- the importance of having a financial decision tree
- how to prioritize what is the best tax moves/financial moves with what matters most
- mistakes we see people make as they get wealthy

In this episode with ben Lake, CFA, CFP® we talk: - the importance of having a financial decision tree - how to prioritize what is the best tax moves/financial moves with what matters most - mistakes we see people make as they get wealthy

Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. 

You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

Business

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

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Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®

Making The Best Decisions, Not Just The Right Ones With Ben Lake, CFA, CFP®

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