DIY YI YI

DIY YI YI

Your hosts, Trevor Cummings and Sean Latimer for Thoughts on Money

Show notes

If you worked at The Bahnsen Group, you’d know that Sean Latimer and I eat lunch together just about every day. We are blessed at The Bahnsen Group to have a very tight-knit, family-like culture. Sharing lunch together is a time to bounce ideas off one another, share best practices, and problem solve. I learn a lot from these lunchtime conversations, and I am a better advisor for it.

This week, during one of these lunchtime discussions, Sean shared an idea for a topic that he suggested we discuss here on Thoughts On Money [TOM], and today, we will do just that. Sean premised his topic recommendation with a story…

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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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