Here’s some of what we cover in this episode:
⛳ Personal Updates: The hosts share golf, cycling, hockey, and family updates
🏦 Asset Warehousing: Managing accounts alone may leave the broader plan incomplete
🔗 Financial Coordination: Investments should support income, tax, and lifestyle goals
⚠️ Uncoordinated Advice: Missed opportunities can compound throughout retirement
🧩 Coordinated Planning: Every financial decision should connect to the larger strategy
Executive Summary
Summary coming soon!
Authors:
Ryan Wyatt, CFP®, CIMA®
Resources:
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