
What keeps you up at night? Preserving your wealth? Your family and your legacy? Investing responsibly? Leaving money on the table? Or not being up-to-date? This podcast aims to cover all of that and more. With new interviews each week from members of our firm, host John McNertney brings to light what you are concerned with as a modern retiree in an ever-changing world. For more information visit ... more
| Publishes | Twice monthly | Episodes | 7 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Category | Business | ||||

Call it a genuine "first world problem"... You've managed your career, or your stock buying decisions perfectly and you're the proud owner of a very large investment position... If you decide to sell it, there will be a very large tax bill, right? As... more
Jeff and John discuss the basics of financial planning. Why do we do it and what are the benefits, as well as some analogies to driving. Send topic suggestions or questions to podcast@polarisgreystone.com. After our show, if you want to learn more ab... more
In a less serious podcast, Jeff and John discuss an array of financial cliches and discuss the meaning and relevance of each. Send topic suggestions or questions to podcast@polarisgreystone.com. After our show, if you want to learn more about our ser... more
As we process the consequences of the Iran Nuclear deal, there is certainly a great deal to think about. Fortunately, we only focus on the financial and personal investment issues. Jeff & John discuss some of the consequences which occur to us immedi... more
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Had the pleasure of meeting with John via telephone today. He was very helpful in describing the services that Polaris offers. Truly knowledgeable and truly cares about Polaris’ clients. Signed up for this podcast so I can continue to learn from him.
Thank you
Awesome! Short! Manages to make finance not boring
I like how each episode is very, "to the point" and doesn't make finance boring!
Amazing content!
Who's that Wes guy? Great director!








Listeners, social reach, demographics and more for this podcast.
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