The Investipal podcast
Data behind the financial plan.
With Tim Bickmore
Loads the YouTube player when selected.About this episode
Tim Bickmore, introduced as co-founder and Director of Financial Planning at LBW Wealth Management and co-founder of Hyphaway, discusses the difficulty of data architecture and classification and their effect on financial planning. The conversation covers common mistakes by advisors and clients, tax optimization strategies, and Tim’s perspective on AI’s future role in planning.
Discussion themes
- Data architecture, classification and their effect on planning.
- Common financial-planning mistakes by advisors and clients.
- Tax optimization strategies discussed in the episode.
- Tim’s perspective on AI’s future role in financial planning.
These notes summarize the original episode description. They are not a transcript.