Spend Like a Successful Institution

Your Active Wealth

BNY Wealth에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 BNY Wealth 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.

2+ y ago 15:10

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When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, it’s the small items like travel, entertainment and gifts to charitable entities that tend to add up. It’s important to be aware of what you typically spend during a calendar year to ensure the longevity of your wealth. Listen to this episode of Your Active Wealth to find out how an efficient spending plan draws from realistic needs, conservative market expectations and long-term goals.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

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