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Konten disediakan oleh Wealth Matters and Maili Wong. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Wealth Matters and Maili Wong atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Wealth Matters Podcast - Innovations in Global Investing to Help You Achieve a Work-Optional Life

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Konten disediakan oleh Wealth Matters and Maili Wong. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Wealth Matters and Maili Wong atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. I recently recorded our first episode, “Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life” with guest Satya Pradhuman. Satya is the Founder and Director of Research at Cirrus Research, a leading research firm in New York City that delivers innovative, objective insight and analysis to professional investors. Together, we illustrate how people can take a disciplined approach to developing an investment strategy that’s based on quality research and sound decisions.
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Manage episode 181640042 series 1466624
Konten disediakan oleh Wealth Matters and Maili Wong. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Wealth Matters and Maili Wong atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
As a Vancouver-based Portfolio Manager at CIBC Wood Gundy, I’m often meeting with people who have questions about retirement. In some cases, they want to know if there’s a better way to maintain or even improve their lifestyle in retirement in the face of risk and uncertainty. My goal is to help clients take smart risks in investing, embrace the volatility and achieve a sense of strength and resilience as they reach a place of financial safety and security. I created a new podcast series called Wealth Matters to start revolutionary, meaningful conversations about retirement living and, of course, risk and investments. I recently recorded our first episode, “Innovations in Global Investing to Help You Achieve and Maintain a Work-Optional Life” with guest Satya Pradhuman. Satya is the Founder and Director of Research at Cirrus Research, a leading research firm in New York City that delivers innovative, objective insight and analysis to professional investors. Together, we illustrate how people can take a disciplined approach to developing an investment strategy that’s based on quality research and sound decisions.
  continue reading

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