The Allocators Cookbook

The Allocators Cookbook

Today, I will discuss how both chefs and investors are influenced by their experiences, and I will share my personal recipe for designing an investment portfolio and financial plan.

Show notes

This week's blogpost - https://bahnsen.co/49EildP

Today, I will discuss how both chefs and investors are influenced by their experiences, and I will share my personal recipe for designing an investment portfolio and financial plan. 

I hope you will enjoy the personal side of the article, as well as the wisdom and humor I sprinkle in along the way. 

Enjoy!

Links mentioned in this episode:

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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