Episode

Financial Planning Special

Podcast: Long Term Investing - With Baskin Wealth Management
Published: Jun 2, 2026
Duration seconds: 1766
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Summary

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13- Assetallocation 15:50- Planning fordifferent generations 18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts 25:53- Can AIreplace financial planning?