Today, Paul answers a listener’s question: Where would you put a large sum of money to ensure that it has good growth? Listen along to hear how Paul approaches this question and how to understand how time and risk factor into the question. Later in the show, Paul talks about a client who brought in an annuity and was trying to figure out what he could do with it.
Generational Wealth and a Strong Purpose for Money
Anne brings in an article about how the financial process looks different for people who have generational wealth and what kind of