Today, Anne and Paul talk about a growing trend of the ultrawealthy to forgo leaving assets to their children and family. Listen along to hear what the wealthiest people in the world have learned about achievement, fulfillment, and wealth. Later in the show, Paul and Anne talk about the article “If I Can Trade for Free, Why Do I Need You?” from ThinkAdvisor.
Your New Year’s Financial Checklist
January 13, 2025
Paul starts the episode by talking about some innovations with nuclear power and some real estate experts trying to make predictions about