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Innhold levert av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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All About Assets

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Manage episode 336673632 series 3314421
Innhold levert av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.

Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help Veterans ensure they accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

  continue reading

17 episoder

Artwork
iconDel
 
Manage episode 336673632 series 3314421
Innhold levert av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.

Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help Veterans ensure they accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

  continue reading

17 episoder

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