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Playbook of the Wealthy

Playbook of the Wealthy

By: Playbook of the Wealthy
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 Experienced financial advisors Dave & Heather talk about their advice to wealthy clients and how it can benefit you.Playbook of the Wealthy Economics Personal Finance
Episodes
  • Ep 34 - Asset Location

    Ep 34 - Asset Location
    Aug 22 2025

    Discover how placing investments in the right accounts can lead to significant tax savings and better returns. From understanding the nuances of IRAs and Roth IRAs to exploring the benefits of municipal bonds, this episode is packed with insights to help you optimize your investment strategy. Whether you're a seasoned investor or just starting, tune in to learn how strategic asset location can enhance your financial future.
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    24 mins
  • Ep 33 - Answering Listeners' Questions

    Ep 33 - Answering Listeners' Questions
    Aug 15 2025

    The Conversation You Didn’t Know You Needed-

    Some of the most valuable conversations start with a simple question. This week, we’re taking yours and exploring the ideas, strategies, and perspectives that matter most right now.
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    29 mins
  • Ep 32 - Selling Real Estate

    Ep 32 - Selling Real Estate
    Aug 8 2025

    This is a follow up episode with more information on selling real estate and what you need to know.
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    24 mins
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