← Long Term Investing - With Baskin Wealth Management2 jun · 29 min

Financial Planning Special

Financial Planning Special2 jun29 min

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This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective.

2:14- What isfinancial planning?

8:13- Assetallocation

15:50- Planning fordifferent generations

18:24: Taxconsiderations

21:12- Hierarchy ofinvestment accounts

25:53- Can AIreplace financial planning?