Financial Planning Special
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
June 2, 2026 · 29 min
About this episode
Ernest and Benjamin Klein discuss the significance of financial planning and asset allocation in wealth management.
This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13- Assetallocation 15:50- Planning fordifferent generations 18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts 25:53- Can AIreplace financial planning?
People in this episode
Host: Barry Schwartz
Guest: Benjamin Klein
Topics covered
- financial planning
- asset allocation
- wealth management
- tax considerations
- investment accounts
- AI in finance
Keywords
- financial planning
- asset allocation
- wealth management
- tax considerations
- investment accounts
- AI
Mentioned in this episode
Organizations: Baskin Wealth Management
More episodes of Long Term Investing - With Baskin Wealth Management
- Constellation Software's New Era · May 26, 2026 · 48 min
- The Greg Abel Era at Berkshire · May 12, 2026 · 42 min
- TFI's trucking rebound · May 5, 2026 · 33 min
- Fairfax: Fair and Friendly · April 28, 2026 · 43 min
- Quality on sale · April 21, 2026 · 42 min
- More market turmoil + A fair new idea · April 14, 2026 · 31 min
Explore listener stats, chart rankings, contacts and more on the Long Term Investing - With Baskin Wealth Management podcast page.