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The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc.
By Richard & Matt Vetter5
11 ratings
The WealthSmarts Podcast is Back! With the first episode of 2024, Richard & Matt announce their return in 2024 after a significant break. They describe several steps taken in the previous year for the firm to better assist clients in planning, building, and securing wealth. Key changes include new systems, hiring an associate advisor, and acquiring another advisory business. The aim for the revamped podcast is to deliver value and share financial education with clients and 'wealth builders.' Future content will also be influenced by audience feedback and periodically condensed in a relaunched WealthSmarts newsletter. Richard & Matt then provide a brief roadmap of topics for coming episodes, including goal setting, tax planning, retirement planning, debt management, etc.