Financial Planning 101 with Charles Ellis: Matching Your Needs

Charles Ellis, also known as "Charley," is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered "Wall Street's Wisest Man" by Money magazine. He has authored 20 books, with the most famous being "Winning the Loser's Game," which is now in its 8th edition. In 2022, he published "Figuring it Out: Sixty Years of Answering Investors' Most Important Questions," a collection of his most thoughtful and thought-provoking articles and essays. In Part One of our interview, Ellis discussed how much the investing world has changed over the years and his recommendation for individuals to take a total financial portfolio approach to financial planning.

In part two of his exclusive WEALTHTRACK interview, he discusses how individuals can create the best financial plan for their specific situation.

WEALTHTRACK episode 1929 broadcast on January 13, 2023

More info: https://wealthtrack.com/building-a-financial-plan-to-match-your-unique-needs-with-investment-legend-charles-ellis/

Bookshelf:

Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business: https://amzn.to/3keDdn7

Winning the Loser's Game: Timeless Strategies for Successful Investing (8th edition):
amzn.to/3AbA9Nt

Figuring It Out: Sixty Years of Answering Investors’ Most Important Questions:

amzn.to/3UsNnxC

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