Dear First Mates,
In this episode of ‘What’s Up at the WealthPlan,’ we cover the latest updates and plans for your 2025 portfolios. We’re in the investment and account review season, targeting increased allocations in alternative investments like private equity, private credit, and real estate. Bitcoin has reached a historic high, and we’re bullish about its future. We’ll also bring in new financial planning tools like Asset Map and Pontera. Don’t forget to schedule your review meeting and discuss holiday gift preferences. Happy holidays and here’s to an incredible 2025!
00:00 Introduction and Welcome
00:24 Fall Investment and Account Review
00:33 Portfolio Changes for 2025
01:01 Bitcoin and Cryptocurrency Insights
01:32 Holiday Gifts and Preferences
01:47 New Financial Planning Tools
02:01 Managing Held Away Accounts with Pontera
02:31 Year-End Wrap-Up and Future Plans