Twende WealthIQ

3 episodes - English - Latest episode: about 5 years ago - ★★★★★ - 2 ratings

A podcast exploring the wide world of investing and asset management, with a holistic and multi-faceted approach. We talk to industry experts and dive into issues ranging from investor psychology to marriage and finance.

Twende Investment Group is based in Wheaton, Illinois.

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Episodes

Legacy Strategy with Rick Harig

April 24, 2019 17:03 - 21 minutes - 9.98 MB

Rick Harig, CFP, shares some sage advice about legacy planning and the thought process behind it. Rick is Chicago Chair of Tiger 21, and founder of Legacy Resources LLC.

MLPs and REITs with Jonathan Spencer

March 02, 2019 04:14 - 24 minutes - 11.1 MB

A look into the world of Master Limited Partnerships and Real Estate Investment Trusts, and how they fit into your portfolio.

Jonathan Spencer and "The Tale of 5 Investors"

January 25, 2019 19:00 - 34 minutes - 15.6 MB

Jonathan Spencer is the founder and managing partner at Twende Investment Group and Twende Wealth Management. We talk about his article, "The Tale of 5 Investors" in detail, along with other top-down investment ideas.