In this episode Melissa Joy, CFP® speaks with Asad Gorani, CFP®, founder and CEO of AG Wealth Management on the topic of HENRYS and what specific financial decisions they face. The term HENRY stands for High Earner Not Rich Yet and in this podcast, we will look at some of the key opportunities as well as challenges this group faces while building wealth.
You will learn:
- Who are HENRY’s?
- What opportunities do they have?
- What does the term back door Roth mean?
- What is Financial Planning Alpha?
Raymond James is not affiliated with and does not endorse the opinions or services of Asad Gorani or AG Wealth. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Melissa Joy, CFP®, CDFA® is President and Wealth Advisor at Pearl Planning. Reach out for a call today at 734.274.6744.