Holistic Wealth Management with Matthew Kocanda, CFP® & Brett Bina, CFA, CAIA

CFA Society Chicago member Brett Bina, CFA, CAIA chats with Matthew Kocanda, CFP® of Balasa Dinverno Foltz LLC (BDF) on managing your personal finances like a business.

Connect with Brett on LinkedIn @ brett-bina

Connect with Matt on LinkedIn @ matthew-kocanda

For more episodes go to www.cfachicago.org/podcasts