Mastering Your Money: Wealth Management 101 with Dan Enns
An episode of the Umber Talks podcast, hosted by Kristen Denis and Shaun Denis, titled "Mastering Your Money: Wealth Management 101 with Dan Enns" was published on October 4, 2024 and runs 34 minutes.
October 4, 2024 ·34m · Umber Talks
Summary
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...
Episode Description
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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