Page de couverture de The Well-th Report

The Well-th Report

The Well-th Report

Auteur(s): Hightower Advisors
Écouter gratuitement

À propos de cet audio

The Well-th Report is a monthly podcast by registered investment advisor (RIA) Hightower Advisors. Each month, we feature a conversation between individuals in our community, as well as experienced professionals from outside of Hightower. At Hightower, we believe wealth – or “well-th – is about more than just money; it’s about living life to its fullest on your own terms. For some, this may look like passing along a successful business to the next generation, putting grandchildren through college, or retiring at 55 and moving to a beach house. Our advisors strive to bring holistic financial planning to each client to help them realize their personal definition of wealth. Through this podcast, we hope to bring thoughtful perspectives and helpful information to anyone interested in financial planning or topics relevant to living a “well-thy” life.Copyright 2023 Hightower Advisors Finances personnelles Économie
Épisodes
  • Episode 02: Cybersecurity with Jordan Rae Kelly and Sarah Khan
    Mar 3 2021

    With everyone working from home and companies going virtual over the course of the pandemic, cybersecurity has never been more important. That’s why we wanted to share a conversation that took place within our Hightower community between Hightower’s Chief Information Officer, Sarah Khan and FTI Consulting Global’s Senior Managing Director of Forensic and Litigation Consulting, Jordan Rae Kelly.  We hope you find this episode of The Well-th Report as informative and insightful as we did.

    Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

    Voir plus Voir moins
    57 min
  • Episode 01: Emotional Investing with Alexandra Miele & Mike Drennen
    Feb 1 2021

    In the inaugural episode of The Well-th Report podcast, Executive Director of Advisor Success at Hightower, Mike Drennen, sat down with Managing Director and Partner of The Andriole Group, Alexandra Miele, CFP to take a deep dive into emotional investing.

    Hightower Advisors, LLC is an SEC registered investment adviser. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

    Voir plus Voir moins
    56 min
Pas encore de commentaire