cover of episode 3 Levels Podcast: The basics of investing and financial planning

3 Levels Podcast: The basics of investing and financial planning

2024/4/16
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

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