Everand Logo

Welcome to Everand!

  • Discover this podcast and so much more

    Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

    Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

    Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

    FromCFA Society Chicago

    Start listeningView podcast show

    Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

    FromCFA Society Chicago

    ratings:
    Length:
    27 minutes
    Released:
    Jun 11, 2020
    Format:
    Podcast episode

    Description

    CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business. Connect with Brett on LinkedIn @ brett-bina Connect with Matt on LinkedIn @ matthew-kocanda For more episodes go to www.cfachicago.org/podcasts
    Released:
    Jun 11, 2020
    Format:
    Podcast episode

    Titles in the series (100)

    CFA Society Chicago is proud to present a podcast where Society Members will be hosting discussions on a range of topics related to the investment industry.  Hear from leading industry experts on a variety of investment topics including equity and fixed income analysis, portfolio allocation, ESG investing, venture capital and private equity, and much more.  Tune in to hear Society Members pick the brains of leading industry professionals at www.cfasocietychicago.org.