In this episode of the podcast, Patrick welcomes Morgen Rochard, an experienced financial advisor and author. She shares her insights into the world of personal financial planning and explains why it's important to incorporate people's lives and goals into their financial strategy.
Morgan talks about her experience in the financial industry, the importance of life planning and how alternative assets can be integrated into personal financial planning as a long-term savings technology. She also previews her upcoming book on personal finance and alternative assets.
Follow Morgen Rochard:
LinkedIn: https://www.linkedin.com/in/morgenrochard/
X: https://x.com/MorgenRochard
ABOUT THE SHOW:
Join Patrick Lowry, CEO of Samara Asset Group, as he interviews the best and brightest minds in the fields of digital money, tech, finance and more.
Patrick is an investor and an unapologetic libertarian. Dubbed “machine-gun Pat” for his quick mouth, Patrick started PoW to interview the most interesting experts in digital money and tech.
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