August 31, 2021 • 21 mins
In this inaugural episode of Principles of Wealth, Holly introduces herself and the podcast, while outlining what listeners can expect from the show. She is later joined by Jim Hagerty, Bartlett’s CEO, who shares more about his experience helping clients navigate life’s transitions, the impact transitions can have on your wealth, and the parallels between golf and investing.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
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