Latest / Winning at Life with Gregory Ricks
Episode 1217: The Daily Wrap 11.02.21
The key to having a successful investment portfolio and retirement plan is the ability to use the information around you to make the right decisions.
Gregory is hosting some events for existing clients to get updated on what's going on with their money, and new features on the client portal.
Lessons from Sir Edmund Hillary: you're going to need a Sherpa if you want to get to the summit of Mt Everest.
The Wine, Wisdom, and Food experience is back! Gregory hosts a wine pairing, and a financial talk with a focus on tax planning, and a tactical element added to the Invest 50-50.
History shows…
The skinny
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