• 11: Generational Insights and Wealth Management Trends With Rob Carrick

  • 2024/09/11
  • 再生時間: 42 分
  • ポッドキャスト

11: Generational Insights and Wealth Management Trends With Rob Carrick

  • サマリー

  • 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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あらすじ・解説

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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