Financial Residency cover image

Grand Rounds - Financial order of operations with Brian Preston, CFP

Financial Residency

00:00

Navigating Financial Order of Operations and Wealth Stages

Learn about where to start when managing debt or planning for retirement investments. Understand the stages of wealth acquisition and maintenance, and explore the benefits provided by the speaker's company for clients and employees.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app