Wise World Investment Planning 2022 Q1 Townhall

As we enter into 2022, Keith helps bring into focus the key concepts around financial planning, such as the potential benefits, reasons, risks, and principals that any investor should consider. We get this detail and variety concerning investment planning once a year in these sorts of townhalls and Keith really tried to pack as many good things into this townhall as he could. Safety, taxes, financial independence, interest, goal planning and more got all wrapped up and put in a neat package less than 19 minutes long.

He also touches on what it means to be a business owner and why you might want to consider becoming one. Tax, estate, and risk management all get mixed in as he offers an idea on how to make your 2022 great that you might not have considered before.

2021 Q4 Townhall

2021 Q3 Townhall

2021 Q2 Townhall

Fundamentals of Financial Wellbeing

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