EPISODE · Jun 19, 2023 · 38 MIN
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina
from Two Quants and a Financial Planner · host Excess Returns
In this episode, we discuss the major lessons from our recent interview on our separate podcast Excess Returns with Northern Trust's Peter Mladina. Peter's work on goals-based planning, aligning goals with purposes, the importance of time and in many other areas has wide reaching implications for investors. But it also can be very complex. So we wanted to break it down in simpler terms than we were able to in the initial interview and discuss the most important lessons investors can take from it. SEE LATEST EPISODES https://www.validea.com/the-education-of-a-financial-planner-podcast FIND OUT MORE ABOUT VALIDEA CAPITAL https://www.valideacapital.com FIND OUT MORE ABOUT SUNPOINTE INVESTMENTS https://sunpointeinvestments.com/ FOLLOW JACK Twitter: https://twitter.com/practicalquant LinkedIn: https://www.linkedin.com/in/jack-forehand-8015094 FOLLOW JUSTIN Twitter: https://twitter.com/jjcarbonneau LinkedIn: https://www.linkedin.com/in/jcarbonneau FOLLOW MATT Twitter: https://twitter.com/cultishcreative LinkedIn: https://www.linkedin.com/in/matt-zeigler-a58a0a60/
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Aligning Your Assets with Your Purpose: Lessons from Peter Mladina
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