Hire A Family CFO & Learn How To Create A Financial Action Plan With Eric Kittner, Chairman, Of Moneta With $25 Billion in Assets Under Management. Eric shares timeless advice and reiterates the importance for having a sound financial plan and teaches the importance for creating a Financial Action Plan.  --- Support this podcast: https://anchor.fm/smartmoneycircle/support

Smart Money Circle

Hire A Family CFO & How To Create A Financial Action Plan With Eric Kittner Chairman Of Moneta With $25 Billion in Assets Under Management

Welcome to the Smart Money Circle Podcast! This show is designed to give you timeless wisdom, actionable information you can use right now to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) to help you learn timeless lessons from real-life money managers. Disclaimer: All our work is for educational/informational purposes only. It is general in nature. No specific investment advice is given. Support this podcast: https://anchor.fm/smartmoneycircle/support

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Smart Money Circle