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Jeff Swett

1 Podcast Episodes

Latest 5 Jun 2021 | Updated Daily

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3 Ways To Think About Your Money & Yourself With Jeff Swett who manages over $900M AUM

Smart Money Circle

Jeffrey A. Swett, CFP®, CRPC® Managing Director - Wealth Management The Swett Wealth Management Group with ~$900 million in assets under management.  3 Ways To Think About Your Money -Money you need now -Money you need in the future -Money you will give away --- Support this podcast: https://anchor.fm/smartmoneycircle/support

22mins

28 Jul 2020