53: A conversation on investing with wealth management expert Steve LeClaire
Want Money Got Money with Sam Kamani
English - April 13, 2021 16:00 - 36 minutes - 25.3 MBEntrepreneurship Business Education funding startups investors venture capital angel investor seed series a money sam kamani revenue Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Steve is the Managing Director of Raymond James.
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Steve’s team helps families by focusing on five core strategies: wealth preservation, cash flow maximization, tax efficiency, legacy planning and philanthropy. The team assists businesses with a range of needs including banking, business transition planning and capital markets
In this episode of the podcast we discuss numerous topics but most of them centered around investing and wealth management.
In this episode we talk about:-
Black swan eventsTaxation and investmentsInflucing and making an impact onlinePodcasting and creating contentCapital gains taxAnd much more...Book recommendation
Greenlights:Matthew McConaugheyPodcast recommendation
Joe Rogan’s Podcast
Connect with Steve LeClaire:-
https://www.linkedin.com/in/steveleclair/
www.leclairwealthmanagement.com
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