#26 The Shift from Traditional to Hybrid Financial Tools w/ Jim Barnash, President, JA Barnash & Associates
Ultra High Net Worth Clients with Chris Brodhead
English - December 22, 2023 16:40 - 39 minutes - 44.7 MBFilm Interviews TV & Film Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Jim Barnash (https://www.jabarnashassociates.com/) is the President of JA Barnash & Associates. Jim shares his journey from the insurance industry to financial planning, his teaching experience at DePaul University, his stint at Ameriprise and Edelman Financial, and his eventual decision to set up an individual practice. He explains his unique client selection process, the effective tax reduction strategies he uses, and how he effectively collaborates with his wife in their financial planning business.
In this episode, Chris and Jim discuss:
1-Client Selection and Relationship Building
2-Strategies for Explaining Finances
3-Tax Planning and Reduction Strategies
4-Personal Goals and Happiness
LinkedIn:
https://www.linkedin.com/in/jamesbarnash/
Website:
https://www.jabarnashassociates.com/
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DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.