Financial Planning Special
About this episode
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?
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