Salim Ramji: The Industry Uses Complexity As a Mask to Charge More

Salim Ramji: The Industry Uses Complexity As ...

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Leyla Kunimoto: Why Investors in Private Markets Need a Louder Voice

Our guest on the podcast today is Leyla Kunimoto. Leyla is the founder and editor of Accredited Investor Insights, a newsletter that helps investors navigate private markets. She writes about private equity, private credit, and real estate, focusing on the practical realities of ...  Show more

Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’

Our guests on the podcast today are Cody Garrett and Sean Mullaney. They’re both advice-only financial planners, and they’re the co-authors of a new book called Tax Planning To and Through Early Retirement. Cody is a certified financial planner and the founder of Measure Twice Mo ...  Show more

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