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Retirementals
Adviser 3.0 The Podcast
Retirementals
Adviser 3.0 The Podcast
Adviser 3.0 The Podcast
Episode 03: Alan Smith
FinTech, Retirement planning, Investments Hana Dickinson 2/9/21 FinTech, Retirement planning, Investments Hana Dickinson 2/9/21

Episode 03: Alan Smith

Abraham discusses the details around Alan’s role at Capital Asset Management, how the firm makes itself unique, Alan’s vision for the future of the firm and his hopes for investing his retirement money – and much more…

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Episode 01: Paul Lewis
FinTech, Retirement planning, Investments Hana Dickinson 12/21/20 FinTech, Retirement planning, Investments Hana Dickinson 12/21/20

Episode 01: Paul Lewis

The esteemed Paul Lewis goes head to head with Abraham on topics including adviser fees, IHT and cash vs equities. It’s a rollercoaster of an interview!

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