The King's Hall

TradFi: Building Wealth in Traditional Finance with Joe Garrisi

Sep 6, 2024
Joe Garrisi, a wealth manager at Backwards Planning Financial, shares insights on navigating the world of traditional finance. He emphasizes the importance of long-term investing strategies in turbulent economic times. The conversation touches on the emotional influences of the stock market, the significance of diversified investment options, and the nuances of tax law changes that could impact wealth-building. Garrisi also humorously contrasts frugality versus quick-fix mentalities, highlighting lessons from history on generating lasting wealth.
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