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New Investors First Podcast Episode 5.02.24

By Allison Roberts posted 02 May, 2024 08:09 AM


New episode w/ Dr. Meir Statman, Professor of Finance at Santa Clara University, hosted by Steve Curley, CFA®, CFP® & Frank Garcia, CFA, CFP®, AIF®.
*Various measures of wealth a person can have
*The healing power of multiple forms of wealth
*Human capital as a measure of wealth
*Optimal vs. sensible portfolio management
*Overspending vs. underspending