Are Financial Services Recession & Inflation Proof? Bozidar Jovanovic 30 March 2023 Episode #DXIV The Doctor of DigitalTM GMick Smith, PhD

Published: March 30, 2023, 5:57 p.m.

Bozidar Jovanovic, PhD, CFA, CQF
No Nonsense financial advice for Free Thinking, Freedom Loving people | Founder of hbria.com

I transform hard working people into affluent ones and affluent individuals into High Net Worth. From there \u2013 sky is the limit!

Do you find yourself wondering:

- Have you saved enough money?
- Are you overpaying taxes each year unnecessarily?
- How much can you take out each year in retirement without running out of money?
- Will you be able to leave something to your kids or favorite charity?
- How do you coordinate your estate and legacy planning needs with the needs of today?
- Are you within 10 years of retirement and still investing the same way as 15 years ago?

Whether you are a business owner, a busy professional or an employee, my passion is to be the quarterback for your finances, so that you can focus on what matters to you the most \u2013 your life and family.
I manage your money by building resilient portfolios, using the kinds of methods only available to institutions up until recently, so that a year like 2022 doesn\u2019t spell disaster but an opportunity.

At Honey Badger Advisors we believe:

*Your best interest is the only criterion guiding our stewardship of your assets
*You don\u2019t have time to listen to fluffy jargon and be sold opaque products with little value to you
*You want a fiduciary advisor in your corner that will execute financial plan in a transparent and efficient manner \u2013 while clearly and concisely explaining the reason behind every move
*Successful wealth accumulation requires patience, tenacity, avoiding herd mentality and resisting predatory fads such as ESG, memes, crypto.
*You need to use every tax advantaged tool at our disposal and minimize taxes both today and in the future.

If this sounds interesting - send me a message here on LinkedIn and let's explore how I can help you with your investment management, financial planning, retirement planning, or tax reduction strategy needs.

Burning America: In the Best Interest of the Children?

Mick, The Doctor of Digital, Smith mick.smith@wsiworld.com
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