Episode 70
Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building
Standard Deviations with Dr. Daniel Crosby · Dr. Daniel Crosby
February 28, 201940m 35s
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Show Notes
Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York.
We discuss:
What's broken and what works in today's wealth management industry
The importance of managing fees, risk and taxes
How to prevent lifestyle creep
Under-considered investment strategies