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内容由Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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All About Assets

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Manage episode 336673632 series 3314421
内容由Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.

Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help Veterans ensure they accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

  continue reading

17集单集

Artwork
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Manage episode 336673632 series 3314421
内容由Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA提供。所有播客内容(包括剧集、图形和播客描述)均由 Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What is an asset? The term, the technical definition, the IRS’s definition, and more all seem to have a different classification of how to look at assets in a financial sense. In this episode, Garrett breaks down the best way to classify and view assets for your planning needs. He discusses using asset location and asset allocation to help with your investment planning strategies.

Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help Veterans ensure they accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!

  continue reading

17集单集

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