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Vehano Joseph - Beyond the Deal Ep.12 Tim Smith CFP - CEO Elleven 23 Wealth Management
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Join host Vehano Joseph CA(SA) and wealth management advisor Tim Smith as they discuss the path to financial independence in today’s entrepreneurial landscape. Tim dives into his expert insights on how a clear vision, strategic planning, and the guidance of trusted advisors can transform your financial future. From innovative investment strategies and tax planning with Roth accounts to avoiding common pitfalls in traditional retirement models, this conversation is packed with actionable advice to help you build generational wealth and achieve true financial freedom.
Key Quotes:
"Diversification means a lot of different things."
"You need to stay true to your core values."
"It's not your grandpa's wealth management anymore."
Connect with Host & Guest:
Host – Vehano Joseph CA(SA):
LinkedIn: https://www.linkedin.com/in/vehano/
Instagram: https://www.instagram.com/iamvehanojoseph/
YouTube: https://www.youtube.com/@Vehano
Facebook: https://www.facebook.com/profile.php?id=61558795409195
Guest – Tim Smith:
LinkedIn: https://www.linkedin.com/in/timothys2009/
14 episodes
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