• Why life planning is the key to financial success

  • Nov 4 2024
  • Length: 46 mins
  • Podcast

Why life planning is the key to financial success

  • Summary

  • In this episode of the podcast, Patrick welcomes Morgen Rochard, an experienced financial advisor and author. She shares her insights into the world of personal financial planning and explains why it's important to incorporate people's lives and goals into their financial strategy.


    Morgan talks about her experience in the financial industry, the importance of life planning and how alternative assets can be integrated into personal financial planning as a long-term savings technology. She also previews her upcoming book on personal finance and alternative assets.


    Follow Morgen Rochard:
    LinkedIn: https://www.linkedin.com/in/morgenrochard/
    X: https://x.com/MorgenRochard

    ABOUT THE SHOW:

    Join Patrick Lowry, CEO of Samara Asset Group, as he interviews the best and brightest minds in the fields of digital money, tech, finance and more.

    Patrick is an investor and an unapologetic libertarian. Dubbed “machine-gun Pat” for his quick mouth, Patrick started PoW to interview the most interesting experts in digital money and tech.

    Stay updated with our Patrick on the latest in blockchain and entrepreneurship: https://x.com/Patrick_Lowry_

    Discover more about the Samara Asset Group and the retail investor section: https://www.samara-ag.com/

    Dive deeper into the discussions and get more monthly fresh content by visiting Proof of Words and subscribing to the Substack: https://substack.com/@proofofwords

    Show more Show less

What listeners say about Why life planning is the key to financial success

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.