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Hosted by Unknown Host · 🇺🇸 US · EN · 10 episodes
Established thought leaders with verified media credentials.
Get your insights into how Wealth Management should work. Join James Cruz to understand how a trusted Certified Financial Planner can get you financially well-organised and keep you that way. Advice needs to be practical, independent, transparent and not linked to product sales. Pay for the advice and realise your retirement goals with greater certainty and confidence.
Unknown Host hosts Managed Money, a general show with 10 episodes published.
A portfolio of personal protection policies are generally utilised within a comprehensive wealth management plan to ensure that wealth plans are kept on track in the event of a major illness or injury. Today I highlight
Listen in as James explains how Evolution Financial planning are re-balancing and actively managing client portfolios. There has been an extended period of double digit, market linked returns. While investors can become
Listen in as James Cruz explains the different types of advice that family business owners can access and why a virtual family office is best suited for family businesses. A comprehensive tailored offering is worth the r
Listen in as James Cruz explains how a retirement should be thought of. Many think of retirement as the period post working. The reason we focus on growing capital for retirement is this should be an exciting time filled
Listen in as James Cruz explains how the actual money mindset that you are using maybe inhibiting your wealth plans. You may not want to be the richest person in the cemetery but you can alter your state of mind to grow
Hear how James explains what is considered a comfortable amount for retirement and how a combination of capital and Centrelink can produce great results. Click here to read the article that James refers to so you can see
One of the main concerns I hear when looking to plan a retirement income stream with family businesses is that the "stockmarket is risky." While this old chestnut might get a run, it really is a cry for more information.
Listen as James Cruz explains the concept of Managed Money and how it relates to building towards a retirement of confidence and certainty. A retirement whereby you never worry about money in this phase of your lives.
Let me take you through what poor advice looks like and how to unwind it to get back on track ASAP. If you are listening via Anchor.fm then make sure you listen to my surprise song that I have included at the end of the
Let's get the conversation going on how to retire right. Check my initial thoughts on where I see the Financial Planning industry and how I will be looking to help those who require advice for a confident retirement. Tun
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Managed Money is hosted by Unknown Host. The show is categorised under General and has published 10 episodes.
Managed Money has published 10 episodes.
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Episodes of Managed Money average 8 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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