Beyond The Bank

著者： Andrew Auerbach and Jean Blacklock
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  • Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
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  • 11: Generational Insights and Wealth Management Trends With Rob Carrick

    11: Generational Insights and Wealth Management Trends With Rob Carrick
    2024/09/11
    In this episode of Beyond The Bank, Jean Blacklock sits down with Rob Carrick, renowned Globe and Mail columnist, to discuss his 30-year career in personal finance journalism. Rob shares his perspectives on how financial planning has evolved, the unique challenges faced by different generations, and the impact of consumerism on saving. Tune in for a deep dive into trends in wealth management, the importance of estate planning, and how families can navigate financial conversations across generations.
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    42 分
  • 10: Insights from Mike Stritch, CEO of Bulletproof Capital

    10: Insights from Mike Stritch, CEO of Bulletproof Capital
    2024/08/30
    In this episode, Andrew Auerbach sits down with Mike Stritch, CEO of Bulletproof Capital, to explore his 25-year journey in the investment industry. Mike shares his experiences transitioning from institutional investment management to leading a single-family office, offering valuable insights on career development, wealth management, and navigating market crises.
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    55 分
  • 9: Jean Blacklock’s 7-Step Approach to Estate Planning

    9: Jean Blacklock’s 7-Step Approach to Estate Planning
    2024/08/29
    In this episode of Beyond The Bank: The Future of Canadian Wealth Management, Jean Blacklock sits down with Andrew Auerbach to share the journey of writing her latest book, From the Heart: Bringing Your Full Self to Estate Planning. Jean delves into the meticulous process behind the book's creation, offering insights into the 7-step framework that guides her approach. This discussion unveils how her unique method integrates relational principles with the technicalities of estate planning, providing a comprehensive guide for those looking to navigate the emotional and legal complexities of legacy planning.
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    47 分

あらすじ・解説

Join hosts Andrew Auerbach and Jean Blacklock as they explore the future of Canadian wealth management.
個人ファイナンス 経済学
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