Playbook of the Wealthy
This podcast goes beyond Finance 101.
Financial firm owners & financial advisors Dave Grant & Heather Townsend discuss advanced financial topics they use to increase and protect their clients’ wealth, in easy-to-understand terms.
Listen Now
Listen to the latest episode
Playbook of the Wealthy
Listen to the latest episode Playbook of the Wealthy
Trailer
Preview
The Latest
from the Podcast
Listen and subscribe to the latest episodes of Playbook of the Wealthy.
behind the microphone
Meet the Hosts
Heather Townsend CFP®, CPA, RLP
Founder of Townsend Financial
Heather Townsend is the founder of Townsend Financial in Scottsdale, AZ, a boutique firm serving business owners and high-net-worth individuals. Her superpower is bringing every piece of a client’s financial life together— tax-smart strategies, investments, asset protection, estate, and cash flow—she transforms complexity into clarity and lasting wealth. Her goal is to help good people get wealthier, because that is how we change the world for the better. Money is powerful.
When not delivering financial strategies you will find Heather spending time with her husband, twin girls that keep them very busy, and a furry Bernese mountain dog Peanut. She loves yoga, travel, and is ridiculously passionate about cars. Especially fast ones.
Dave Grant CFP®
Founder of Retirement Matters
Dave Grant, founder of Retirement Matters, Inc. in Barrington, IL. helps AbbVie executives and “retirement-focused” professionals turn complex benefits and investments into a clear, confident retirement plan. Tax-conscious retirement income plans are the specialty, particularly for those less than 5 years away from retirement.
No jargon. No sales pitches. Just honest advice, tax-smart strategies, and a focus on what really matters — your life after work.
When he’s not talking retirement plans, you’ll find him cheering on his two boys in various sports, hunting for new deep-house tracks, or pretending to enjoy another Hallmark movie with his wife.
get in touch
Have a question for the show?
Reach out to Heather and Dave with your burning finance question or any topics you’d like to see covered on the show.
Email: hello@playbookotw.com