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  • 3 years ago
#130 [Expat Finance 5] Wealth Management 101

#130 [Expat Finance 5] Wealth Management 101

By episode 5 in this Expat Finance series with wealth manager and financial advisor, Adrian Bliss, you should be feeling much better about your finances! This week, I have a couple of questions for you to check your understanding of financial jargon: First, what’s the difference between a private banker, stockbroker and financial advisor and who is most qualified to help you manage your wealth? And second, can you name the six basics options you have for allocating your precious assets? If not don’t worry! In this episode, Adrian explains everything you need to understand so that the next time you sit with an expert, you’ll be speaking the same language and understand the choices presented to you. For Show Notes on this episode and more, visit us online at www.limitlesslaowai.com/expatfinance. And as always, connect with Adrian at [email protected]

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