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Want to create inter-generational wealth? Stasia Washington teaches us the difference between needs and wants, how to budget, and how to grow your portfolio over the long term. Don’t have one? No worries! Regardless of the size of your bank account(s) this episode is for you. Stasia is a senior vice-president and managing director at First Foundation Advisors. They provide integrated investment management, wealth planning, consulting, trust and banking services. People are living into their 80s and 90s, but many still plan to retire at 65. Stasia says to them: “What are you going to do for the next 30 years? Why is 60 a magic number, 65 or even 70? It shouldn't be...because if you have the mental capacity to be able to continue to thrive and make a difference, why not?”
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Want to create inter-generational wealth? Stasia Washington teaches us the difference between needs and wants, how to budget, and how to grow your portfolio over the long term. Don’t have one? No worries! Regardless of the size of your bank account(s) this episode is for you. Stasia is a senior vice-president and managing director at First Foundation Advisors. They provide integrated investment management, wealth planning, consulting, trust and banking services. People are living into their 80s and 90s, but many still plan to retire at 65. Stasia says to them: “What are you going to do for the next 30 years? Why is 60 a magic number, 65 or even 70? It shouldn't be...because if you have the mental capacity to be able to continue to thrive and make a difference, why not?”