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The Strategic Pillars of Wealth
Manage episode 422852281 series 3317149
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On the latest episode of Lessons by the Lake, we're diving deep into the core concepts surrounding wealth management, as well as the most prevalent concerns facing business owners and their financial world.
We we fortunate to welcome Joe Jraitiny, Managing Director at City National Rochdale, to discuss these five pillars of wealth and how his team plays a crucial role in upholding these pillars for clients nationwide.
This episode is packed with some helpful takeaways for your own financial world, so get your notepad ready!
Chapters:
0:00 - Introduction and overview on the topic of the show
2:07 - Bob's relationship with Joe Jraitiny
6:37 - The Five Strategic Pillars of Wealth
9:57 - Leveraging the expertise from a team of advisors
12:06 - An area of your financial world that is often overlooked
17:32 - The ideal timeframe for thinking about selling your business
22:21 - Longevity planning and where this fits in your financial world
26:08 - How you can get in touch with Joe and his team at City National Rochdale
28:35 - How to get in touch with Bob's team
29:07 - Closing remarks
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