Financial Planning Special - Long Term Investing

What this episode covers

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning?8:13- Assetallocation 15:50- Planning fordifferent generations18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts25:53- Can AIreplace financial planning?

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Frequently Asked Questions

How long is this episode of Long Term Investing - With Baskin Wealth Management?

This episode is 29 minutes long.

When was this Long Term Investing - With Baskin Wealth Management episode published?

This episode was published on June 2, 2026.

What is this episode about?

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning?8:13- Assetallocation 15:50-...

Can I download this Long Term Investing - With Baskin Wealth Management episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.