core planning

get to know the one and only Lei Deng, CFA, CFP®! Love this format where core planning advisors interview each other, 4 business questions, 4 personal. This epi hits on the big stuff; family balance, music, good food, you name it. And big thanks to Andy Moran for running this one!

Core Connect 4 featuring Lei Deng watch Andy Moran and Lei Deng go Live in front of a Core Planning audiencelearn more about Lei at https://www.savor.financial/visit us at core planning: http...

How we operate:

listen > lecture
serve > sell
chill > chase

Ditching the desire to look wealthy is usually the first step in building actual wealth, funny how that works.

Might sound crazy, but what if the worst-case scenarios don't play out?

What if we continue solving interesting problems with our creative energy?

What if we end up prosperous in the long term?

That'd be pretty cool.