It’s always a pleasure to catch up with fellow Wilmington Trust alumni, Steve Davenport and Clem Miller on their “Skeptic’s Guide to Investing” Podcast.
We cover a lot of ground in the wealth management space and beyond.
We catch up on intergenerational wealth planning, estate planning, and how to keep a level head in a sea of mixed messages. Since we have years(!) of experience between us we share a few war stories and tips on how to engage the system.
(You get to hear me get distracted by the office phone – I managed to recover . . . .)
Finally, we have sage advice (from the three of us) on getting into the wealth management industry and some advice for people looking to take their career to the next level.