While we are so focused on the more sophisticated planning strategies, the most basic planning is often forgotten.  In this podcast Tara and I discuss planning 101 and why it is important to review your current situation before moving forward with complex strategies.  Enjoy!

Decoding Your Financial Life

Planning 101 with Tara Thompson Popernik

Alex Hewit is a wealth adviser for sophisticated individuals and families that naturally deal with a high degree of complexity. On this podcast Alex will explore the common themes that his clients ask about, challenges they face and strategies utilized to create a more effective and efficient wealth and investment program. Message from the author:Almost 10 years ago I entered the wealth management world to help families think through and organize their financial lives. Today, more than ever, it is clear that the industry has fallen behind the needs of the client. My goal is to resolve this by delivering the four things that matter most to families of wealth: 1. Sophisticated Advice on complex matters 2. Bespoke, Proactive Service 3. Manage assets mindful of risk and tax 4. Family engagementalex.hewit@bernstein.com.

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Decoding Your Financial Life