Episode Details
Back to Episodes
Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building
Episode 70
Published 7 years ago
Description
Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York.
We discuss:
What's broken and what works in today's wealth management industry
The importance of managing fees, risk and taxes
How to prevent lifestyle creep
Under-considered investment strategies