Jul 28, 2020
Wealth Building for Business Owners: More Foresight, Less Hindsight - The why, what and how. with Bob Quinn CFP, Principal at The Money Advisers. The conversations covered examples of critical thinking, quality questions to ask yourself and insights for you to consider when navigating your wealth building efforts.
About Bob:
Certified, Qualified, Experienced and dedicated to delivering unbiased financial insights to ensure your wealth building efforts serve you best; the reasons I opened The Money Advisers more than a decade ago. When you are 50ish, your wealth building conversations encompass more areas of life, with more nuanced context directed by a wisdom that only comes from being 50ish.
The W.I.S.D.O.M. Approach to wealth building:
W – Wealth by design; as a professional and/or a business
owner
I – Inheritance and gifts; yours and theirs at a specific time
S – Savings, Investments, Pensions and Assets in their rightful
places
D – Death, divorce and dementia; preparing for life’s definites,
and maybes
O – Organising, maximising and delivering a strong set of personal
finances
M – Making time for what’s important in life; family, relationships
and colleagues
Connect with Bob:
Website: www.TheMoneyAdvisers.ie
Facebook: https://www.facebook.com/TheMoneyAdvisers/
Twitter: https://twitter.com/moneyadviserie