Goals-Based Investing

In this week's podcast, Andy Willms and Shrey Patel discuss goals-based investing, a relatively new approach to wealth management that emphasizes attaining specific life goals, such as saving for children's education or building a retirement nest-egg, rather than focusing on generating the highest possible portfolio return or beating the market.

Episode metadata supplied by the publisher feed · Published Jun 30, 2021

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Goals-Based Investing

0:00 17:44

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