Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building
- Author
- Dr. Daniel Crosby
- Published
- Thu 28 Feb 2019
- Episode Link
- https://www.standarddeviationspod.com/
Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York.
We discuss:
What's broken and what works in today's wealth management industry
The importance of managing fees, risk and taxes
How to prevent lifestyle creep
Under-considered investment strategies
