UMP Episode 3: Timeless Investing Principles with Josh Olfert
Understanding Macro Podcast - A podcast by Understanding Macro

On this episode of Understanding Macro we are joined by Josh Olfert, CFP. Josh has been featured in publications such as Business Insider and the Globe and Mail. As an Investing and Personal Finance expert Josh Olfert made his first investment at the age of 15. At 20, Josh founded his own Wealth Management firm Haven, which he runs to this day. By 23, Josh had been named Canada's Youngest Certified Financial Planner and listed as one of Canada's Rising Stars shaping the future of the wealth management industry. Today Josh's YouTube channel has garnered 20,000 subscribers to promote financial education and serves over 175 individuals and families in leveraging their financial and human capital. **Nothing in this episode is intended to be investment or financial advice. Please consult a financial advisor before making any investment decisions**.Josh's YouTube Channel: https://www.youtube.com/@JoshOlfertCFPHaven Wealth Management: https://havenwealthmgmt.com/