Financial Planning Special
Recorded on: May 27, 2026 This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What is financial planning? 8:13- Asset allocation 15:50- Planning for different generations 18:24: Tax considerations 21:12- Hierarchy of investment accounts 25:53- Can AI replace financial planning?
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