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Ep. 13 | "The Bougie Bucket" | Brooke Reeb & Tye McClure
Manage episode 431489195 series 3575268
Innhold levert av MB2 Dental. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av MB2 Dental 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.
"Brooke Reeb and Tye McClure, financial advisors at JP Morgan, specialize in helping high-net-worth individuals, especially entrepreneurs, strategize for their financial future.
They share their wisdom on managing significant liquidity events and the importance of having a clear financial plan. Brooke and Tye introduce their "three-bucket" strategy—liquidity, lifestyle, and legacy—and explain how they help clients allocate assets for long-term success. They also discuss the value of financial education, current market trends, and how to stay focused on your goals despite economic fluctuations. With practical advice on preparation, planning, and maintaining discipline, this episode is packed with insights for anyone looking to make smarter financial decisions."
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Spotify: https://open.spotify.com/show/69Dz26hgC9D6YqwN8JMDBV
Apple Podcast: https://podcasts.apple.com/us/podcast/mb2-underground/id1747349567
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