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Ep. 13 | "The Bougie Bucket" | Brooke Reeb & Tye McClure
Manage episode 431489195 series 3575268
MB2 Dental에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 MB2 Dental 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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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