
Sign up to save your podcasts
Or
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today’s advisors do more than crunch numbers—they guide clients through life’s financial decisions, with their goals always leading the way.
5
5757 ratings
Investment and tax strategies matter, but true wealth management goes beyond the spreadsheet. Cohosts Daniel Sharkey, senior wealth advisor, and Whitney Reagan, senior wealth advisor, talk about how today’s advisors do more than crunch numbers—they guide clients through life’s financial decisions, with their goals always leading the way.
3,167 Listeners
8,659 Listeners
3,195 Listeners
778 Listeners
1,920 Listeners
2,174 Listeners
833 Listeners
1,998 Listeners
320 Listeners
2,052 Listeners
885 Listeners
440 Listeners
5,414 Listeners
1,546 Listeners
307 Listeners