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Now displaying: November, 2020
Nov 19, 2020

In this episode our CEO Vincent O’Neill is speaking with Private Wealth Adviser Kirsten Lynn about helping your adult children, transferring your wealth, planning for ageing and family transition.

We cover:

  • Helping your children – How do you balance your retirement needs with your hopes for helping with a property purchase or school fees?
  • Passing on your wealth – What are the big picture questions to consider before you make a will?  Should you pass on wealth earlier?
  • Planning for ageing – What appointments do you need to make?
  • Family transition – What do blended families need to think about in transferring wealth?  Are first relationship families that different?
Nov 10, 2020

Welcome to Stanford Brown's SB Talks podcast where we explore the important elements of your financial world - from investments to strategy, from retirement planning to intergenerational wealth.

In this episode our CEO Vincent O’Neill is speaking with Chief Investment Officer Ashley Owen to discuss interest rates, vaccines, US Politics, and the investment market outlook.

We cover:

  • US Election – What impact has the result on the economic outlook?
  • COVID 19 – Record case numbers in the US but emerging vaccine hopes.
  • RBA Rate Cut – What is the interest rate outlook and what risks may this pose for investors?
  • Stanford Brown Portfolio Positioning for Q4 2020.
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