Spend Like a Successful Institution

Your Active Wealth

Kandungan disediakan oleh BNY Wealth. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BNY Wealth atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

2+ y ago 15:10

MP3•Laman utama episod

When you have a substantial amount of wealth, it makes sense to think about your balance sheet like an institution. This means reviewing your expenditures periodically to account for personal spending habits, as well as external factors like market performance and inflation. According to Terry Sylvester Charron, head of investment advisory and planning solutions at BNY Wealth, it’s the small items like travel, entertainment and gifts to charitable entities that tend to add up. It’s important to be aware of what you typically spend during a calendar year to ensure the longevity of your wealth. Listen to this episode of Your Active Wealth to find out how an efficient spending plan draws from realistic needs, conservative market expectations and long-term goals.

For additional insights on the subjects that matter most to you, visit bny.com/wealth.

20 episod

#Business #BNY Mellon Wealth Management #Activism #Active Wealth #BNI #BNY Mellon #Finance #Mellons #Money #Tax Planning #Wealth #Wealth Management #Wealth Planning #Stock #Marketing #Investing