Mastering Your Money: Wealth Management 101 with Dan Enns

from Umber Talks · host Kristen Denis and Shaun Denis

From the archives, we welcome back Dan Enns, Associate Advisor and wealth management expert, to dive into the essentials of financial planning. Dan shares his insights on managing client assets, creating comprehensive financial and estate plans, and guiding clients toward a secure retirement. He simplifies complex concepts like stocks, bonds, GICs, mutual funds, and ETFs, making them accessible for everyone. Whether you're new to finance or looking to diversify your portfolio, Dan’s practical advice and clear explanations will help you navigate the world of investments with confidence.

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This episode is 34 minutes long.

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This episode was published on October 4, 2024.

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