The Five Oceans Podcast

著者： Marc Campbell and Chris Girbés
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  • サマリー

  • Welcome to The Five Oceans Podcast with hosts Marc Campbell and Chris Girbés from Five Oceans Advisors – a fee-only financial advisory firm serving Gen X and Gen Y Founders and C-Suite Entrepreneurs. Marc and Chris share the core beliefs that traditional wealth management is now a commodity and that clients deserve more from their financial advisors. As founders and entrepreneurs themselves, Marc and Chris have developed a new model for wealth management called Life Strategy™ — a proprietary system designed to teach clients how to connect the dots between money and happiness, with the ultimate goal of empowering them to be who they want to be in the world.
    Copyright © 2023 The Five Oceans Podcast
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あらすじ・解説

Welcome to The Five Oceans Podcast with hosts Marc Campbell and Chris Girbés from Five Oceans Advisors – a fee-only financial advisory firm serving Gen X and Gen Y Founders and C-Suite Entrepreneurs. Marc and Chris share the core beliefs that traditional wealth management is now a commodity and that clients deserve more from their financial advisors. As founders and entrepreneurs themselves, Marc and Chris have developed a new model for wealth management called Life Strategy™ — a proprietary system designed to teach clients how to connect the dots between money and happiness, with the ultimate goal of empowering them to be who they want to be in the world.
Copyright © 2023 The Five Oceans Podcast
個人ファイナンス 就職活動 経済学
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エピソード
  • Estate Planning Strategies for Business Owners with Cara Koss

    Estate Planning Strategies for Business Owners with Cara Koss
    2023/10/11
    Episode 5: Asset management is crucial for everyone, including business owners who want to pass on their assets to future[...]
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    39 分
  • Tax Considerations when Planning a Business Exit with Louis Hamel, CPA® — Part I

    Tax Considerations when Planning a Business Exit with Louis Hamel, CPA® — Part I
    2023/10/11
    Episode 4: Navigating the complexities of tax compliance during a business exit is a critical aspect that demands careful attention.[...]
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    46 分
  • Selling Your Business? Here’s What You Need To Know with David Young

    Selling Your Business? Here’s What You Need To Know with David Young
    2023/10/11
    Episode 3: Embarking on the journey of selling your business can be exciting and daunting at the same time. Whether[...]
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    44 分
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