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Experienced financial advisors Dave & Heather talk about their advice to wealthy clients and how it can benefit you.... more
FAQs about Playbook of the Wealthy:How many episodes does Playbook of the Wealthy have?The podcast currently has 34 episodes available.
January 24, 2025Ep 4 - Learning from the LA fires: How to adequately insure your homeLearning from the fires in LA, there are specific things you need to understand when insuring your home. It's easy to be under-insured, have missing coverage, or in the worst case, not understand what to do when you face a loss....more39minPlay
January 17, 2025Ep 3 - How Our Clients Became WealthyUnderstand how some of our clients received their wealth quickly and how some have taken their whole lifetime to generate it....more44minPlay
January 10, 2025Ep 2 - Chubby, Fat or Lean: Which FIRE are you?Learn the different approaches to FIRE (Financial Independence, Retire Early) and what Dave and Heather would suggest if you want to try this financial approach...more39minPlay
January 03, 2025Ep 1 - Meet the PlannersMeet Dave Grant and Heather Townsend - the planners behind Playbook of the Wealthy. Who are they, what do they do, and why are they doing this podcast?...more37minPlay
FAQs about Playbook of the Wealthy:How many episodes does Playbook of the Wealthy have?The podcast currently has 34 episodes available.