Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
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Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
Aligning Your Wealth With Your Goals: The Wealth Way Strategy with Justin Waring
More Than Wealth
27 minutes 16 seconds
9 months ago
Aligning Your Wealth With Your Goals: The Wealth Way Strategy with Justin Waring
Have you ever wondered if your wealth is truly aligned with your life goals? Darrin and Samantha sit down with Justin Waring, a Senior Total Wealth Strategist at UBS Financial Services, to uncover the Wealth Way Strategy. This approach shifts the focus from mere wealth accumulation to a roadmap where your investments mirror your life's aspirations through three strategic buckets: Liquidity, Longevity, and Legacy. Join us as we delve into how these buckets can create peace of mind and truly help turn possibilities into a structured plan.
More Than Wealth
Welcome to More Than Wealth with Darrin Gold and Samantha Hodgkins from the Gold Wealth Management Group. In this podcast, we help business executives, business owners, and high-net-worth individuals navigate the multifaceted world of wealth planning. Beyond the numbers, we'll also explore the stories behind the wealth. By interviewing business owners and thought leaders in our community, we aim to share insightful and inspiring tales of success. Join us on this journey where we explore wealth and the compelling stories behind it on More Than Wealth.
