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E10 | Safeguarding Your Wealth: Managing Risk So Your Money Lasts | dsm Wealth
On this month’s DSM Wealth Podcast, host Suzanna de Baca explores the question: What is the point of building wealth if you do not have a plan to protect it? In “Safeguarding Your Wealth: Managing Risk So Your Money Lasts,” Suzanna is joined by Annie Brandt, senior vice president and market executive at Bank of America, and Joe Spillman, president of ECA Marketing. Together, they discuss how to protect wealth without giving up growth, the importance of liquidity and reliable income, investment and banking strategies, and how to evaluate financial products that promise protection and security…
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