3 Levels Podcast: The basics of investing and financial planning

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Recorded16 Apr 2024

Publishersecure.ubs.com

Handlerec:4544074

Show notes

This new monthly podcast focuses on topics that help families understand the basics of investing and financial planning at three different levels of depth (Definition, Identification, and Implementation). Featured to discuss the topic of “risk” are Justin Waring, Senior Total Wealth Strategist, and Ainsley Carbone, Retirement Strategist, from the UBS Chief Investment Office. Host: Daniel Cassidy

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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