Description
Today, Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Scott Armstrong, an author, speaker and coach to business professionals and athletes who are in the process of transitioning to retirement. Scott has a passion to redefine the word retirement by helping people recognize that the next stage of our lives is an unparalleled opportunity. He believes that once we retire, we can then aspire to uncover hidden adventures and social connections that leave us all wondering why we did not do this sooner. Randy and Scott discuss Work Optional Life, another word for Retirement, and how our transition can be a microstep to what is next. Scott also gives Randy some ideas of how to enact these microsteps. As you can imagine, Randy and Scott’s conversation is both thoughtful and insightful.
Kevin Van Dyk, Managing Director at BULLWEALTH, engages Dr. Ian Mortimer, co-Portfolio Manager of the Guinness Global Equity Income Portfolio to discussed Guinness’ investment philosophy, process, and strategy, highlighting the team’s focus on identifying companies that have consistently grown...
Published 11/11/24
Randy Gunn, BULLWEALTH’s Vice President & Portfolio Manager, speaks with Jordan Matters, a Partner at Leyland & Matters Private Client Insurance Advisors. Jordan and his team advise successful business owners and entrepreneurs and high net worth families in helping them to protect and...
Published 09/27/24