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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
EON 39: A Conversation with Peter Griffin
Manage episode 153064730 series 1080272
By Mark Wenzel and Mark Wenzel - Principal EON Financial Group. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
EON speak to Peter Griffin about his career in financial and investment markets. Peter has been involved with starting a hugely successful stockbroking firm, a ground breaking funds management business and is an accomplished investor in his own right. In this episode we speak about portfolio concentration, leverage, identifying great investments, global investing, the success he has had 'backing the man', property development and much, much more...The insights from Peter are invaluable for all trustees. Compound your wisdom!
81 episodes
