We are in a time of unprecedented change – the social, financial, technological and political constructs of life as we know it are evolving at a pace most of us can’t keep up with. But if we don’t keep up with the change that is unfolding before our very eyes, we are likely to get left behind. As an advisor for more than 30 years, I can tell you that what sets people apart is often information – those who have it are able to navigate the change and volatility better than those who don’t have it. I help people invest their wealth and achieve financial goals – but there is so much more to what we do. Most of our days are spent focused on what is beyond the balance sheet.
After working with thousands of hard-working, ultra-successful individuals for decades, I’ve come to enjoy conversations about interesting topics that can have an impact on the lives of those with whom I work. Not just about their wealth but really anything that touches their financial lives. These conversations about health and wellness, technology, economics, real estate, investments and retirement are not only informative but are also relevant and potentially useful to people who crave unfiltered, genuine discussions about things that are happening now and can have an impact on their lives.
In an effort to bring more information to those with whom I work and play, I am launching the Lion’s Den, a podcast and video series about all things relevant to you.
I hope you take a moment to listen, and if you like what you hear, listen again. The podcast will be released bi-weekly and will feature a different expert in each episode.
Our first episode is with Paul Hodges, chairman of New Normal Consulting, from the U.K. to help U.S. investors gain a third-party perspective on our markets and economy.