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Welcome to the Plutonomix Podcast, with Laurie Kamhi and Barnaby Levin. Two Perspectives on Wealth and Investing in 10 Minutes or Less. The word “Plutonomics” means the “Study of Wealth” and it is our Mission to educate; to help Clients think about their goals and how they might benefit from working with an Advisor to achieve them. But more importantly, it’s to make sure our listeners understand both the Pros and Cons of any issue so they can make Informed Decisions and increase the odds of finding the “right” answer, for them. You see, it’s not who’s “Right” or “Wrong” but, knowing there are NO “unbiased” opinions – and that “Where you Sit depends on where you Stand” – the challenge to making good Decisions is to start by questioning one’s Assumptions and breaking free of our “prejudices” because the truth usually lies somewhere in between. There are always two sides, both of which have merit.
Episodes
Friday Dec 03, 2021
Friday Dec 03, 2021
In this episode of the Plutonomix Podcast, Laurie Kamhi and Barnaby Levin discuss financial planning and how to create a framework in which investing can and should occur.
TIMESTAMPS
- [00:01] Intro
- [01:18] How to increase the odds to get to where you need to be
- [04:34] Questions to ask a financial advisor
- [06:33] Looking at your cash flow
- [10:57] Outro
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