Tune in to hear:
How do various cultures differ on their views of wealth and propensity to openly discuss financial matters?
What are some of the unique financial concerns and strengths faced by immigrant families?
Financial preparation takeaways from coronavirus and other disruptive, unexpected events.
For many first generation families, owning property is a sign of financial success and a big priority - what is the genesis of this belief, and how does one counsel their clients to take a more diversified approach?
What practices could American money culture adopt from immigrant cultures to strengthen our approach to investment and savings?
Web - www.opus-pc.com
LinkedIn -https://www.linkedin.com/in/iv%C3%A1n-watanabe-2185a49/
Standard Deviations with Dr. Daniel Crosby