Home / Podcast / Ep 39: The Wealth Planning Pyramid
Ep 39: The Wealth Planning Pyramid
Posted on:
October 21, 2021
Episode Duration: 25:26
Financial Planning
This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some time reviewing it.