Check out our recent podcast with Marc Jimenez, CFA, CFP® as we explore his approach to education and income generation.
Enjoyed the recent podcast with Vincent Balagia and our friends at Stallion Capital Management We went back in time to discuss the history of CAM and some of our firm specialization. We also spent a lot of time discussing some advanced planning strategies, various income solutions given where interest rates are at, and the current capital market environment. #investing #retirementincomeplanning #taxplanningstrategies #riskmanagement #interestrates #financialplanning https://lnkd.in/gNNCSURs