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Index/Finance/The Active Advisor
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Tour Da Yoop, Eh and Building Wealth - Drawing Correlations with James Studinger

The Active Advisor · 2024-05-28 · 36 min

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Topics in this episode

Portfolio constructionRoth IRAAsset managementretirement planningActive vs Passive Investing

Episode notes

Allow us to introduce James Studinger, a man who believes ‘Wealth is a Choice’, as he shares in his bestseller of the same name. James, a Yooper, has shaped his financial advising approach through his outdoor adventures in Michigan's Upper Peninsula. His experiences, from hiking across the U.P. to conquering Ironman races and climbing Mt. Rainier, have instilled in him a philosophy of meticulous planning, balanced strategy, and a relentless pursuit of excellence. On this episode of The Active Advisor podcast, host Bryan Moore chats with James Studinger, Owner of JPStudinger Group, about his big three investment strategies for building wealth. Spoiler alert: James is a firm believer in active management of his investments and a fan of Roth Savings over pre-tax contributions because taxes are set to rise.

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