Standard Deviations with Dr. Daniel Crosby
Standard Deviations with Dr. Daniel Crosby
Dr. Daniel Crosby
Michele Lee Fine - The Hidden Keys to Financial Success: Unconventional Tips for Wealth Building
40 minutes Posted Feb 28, 2019 at 3:03 pm.
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Show notes

Today on the podcast, Dr. Crosby is joined by Michele Fine, an award-winning financial professional based in New York.

We discuss:

What's broken and what works in today's wealth management industry

The importance of managing fees, risk and taxes
How to prevent lifestyle creep
Under-considered investment strategies