S3 E10: Learn about investment strategies with a Certified Financial Planner

Joe welcomed his friend Brian Hartmann into The ASYLUM. Brian’s a Certified Financial Planner and partner at https://granitebridgewealth.com. He spoke about how he helps his clients do an in-depth view of their finances, to deliver direction and holistic planning to meet short and long-term financial goals. Brian shared his advice on some of the common considerations that everyone should make, to grow their nest egg. If you’re considering making a new investment strategy, this may be a good starting point for you to listen in.

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