A Tale of Two Brothers

A Tale of Two Brothers

The path to successful investing relies on (1) educating ourselves to become aware of what good investor behavior looks like and (2) resourcing the right advice-giver to help hold us accountable to making good decisions.

Show notes

Each and every one of us needs A.A. (Awareness and Accountability). The path to successful investing relies on (1) educating ourselves to become aware of what good investor behavior looks like and (2) resourcing the right advice-giver to help hold us accountable to making good decisions.

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Hosts

Trevor Cummings

Trevor Cummings

Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.

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Guests

Sean Latimer

Sean Latimer

Sean is a partner and a private wealth advisor at The Bahnsen Group.

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