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Search resuls for: "Brian Berkenhoff"


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I talked to advisors about what successful strategies they saw clients use to build wealth in 2021. Using an HSA, living below their means, and setting clear money goals were some of their responses. As I reflect on this year, I was curious to hear the successful strategies others used to build their wealth. "Wanting to build wealth is not enough," said Zigmont. Financial advisor Andrew Lokenauth said that a common thing he sees with successful clients is that they are living below their means.
Persons: , Ronit Rogoszinski, Jay Zigmont, Andrew Lokenauth, Brian Berkenhoff Organizations: Service Locations: United States
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