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

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