Understanding the True Goals of Wealth Preparation - Keith Whitaker and James Grubman

In this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews James Grubman. Keith and James discuss James' chapter - Understanding the True Goals of Wealth Preparation - and how this chapter provides an exercise for families of new wealth that puts things into perspective, revealing what they do not yet understand about preparing for wealth and how to properly strategize.
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