HeyJaredPlaybook of the Wealthy
Experienced financial advisors Dave Grant (Retirement Matters, Inc.) & Heather Townsend (Townsend Financial) talk about their advice to wealthy clients and how it can benefit you.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Jul 17, 2026
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- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
*THE LAST EPISODE* How Financial Advisors Actually Manage Their Own Money | EP079 (opens the original)
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You've watched two financial advisors break down everyone else's money for 79 episodes. Today, they finally open their own books — and say goodbye. In this special final episode of Playbook of the Wealthy, Dave Grant of Retirement Matters and Heather Townsend of Townsend Financial rip the curtain open on their own households. They swap how their money behavior has changed from single-and-swinging-for-the-fences to married-with-kids, who really pays the bills (and who runs the investments), their
Heather Townsend and the story of Townsend Financial | EP078 (opens the original)
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It's taken Heather Townsend 60+ episodes to agree to talk about herself. Dave finally corners her. In this Playbook of the Wealthy episode, Dave Grant of Retirement Matters puts co-host Heather Townsend of Townsend Financial in the hot seat. Heather — a former Big Four tax accountant turned CPA, CFP, and Registered Life Planner — walks through why she left tax work to become an advisor, how her niche evolved from "just women" to business owners and high-net-worth clients, her exact four-meeting
LLC or S-Corp? - How to choose your business structure | EP077 (opens the original)
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Your buddy at the gym swears an S Corp will save you a fortune. Your accountant says don't bother. Who's right? Both — and it comes down to one number most people get wrong: profit, not revenue. In this Playbook of the Wealthy episode, financial advisors Dave Grant of Retirement Matters and Heather Townsend of Townsend Financial untangle the LLC-vs-S-Corp confusion clogging your social feed. Heather (a self-described "humongous nerd") goes deep on the real math — the self-employment tax savings
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