All the Ways to Diversify in a Portfolio

Retirement Planning Happy Hour

Episode Artwork All the Ways to Diversify in a Portfolio 56:26 Episode Artwork How Do You Use Cash and Emergency Funds in Retirement? 40:02 Episode Artwork Why We Must Talk about Estate Planning 50:13 Episode Artwork The Dangers of Recency Bias 45:47 Episode Artwork Some Truths About Real Estate Investing 46:09 Episode Artwork Insurance: The Overlooked Key to Security 51:22 Episode Artwork Retirement Planning Happy Hour - Importance of Portfolio Consolidation 43:44 Episode Artwork Retirement Planning Happy Hour - Let's Talk Tariffs 48:06 Episode Artwork Trading vs. Investing...Which is Right for You? 25:04 Episode Artwork What is our Risk Off Retirement Strategy? 17:44 Episode Artwork Is the 4% Rule a Retirement Disaster? 18:22 Episode Artwork What Are the Different Types of Financial Advisors? 20:08 Episode Artwork Why Should You NOT Wait to Retire? 17:13 Episode Artwork Why You Should Use a Financial Advisor 26:04 Episode Artwork Are Financial Advisors Worth It? 32:19 Episode Artwork Why Insurance Salesmen are NOT your Financial Advisor 13:28 Episode Artwork Consuming Media is Not Research 16:07 Episode Artwork How does the Secure Act 2.0 affect RMD? 20:49 Episode Artwork 2023 Market Predictions 29:30 Episode Artwork Is it worth paying for a financial advisor? 21:15 Episode Artwork Is the 60/40 portfolio still relevant? 23:24 Episode Artwork Stay Away from Financial Hearsay! 19:59 Episode Artwork Money Puzzle TV Show: Why is it important to have a personalized Income Strategy? 28:31 Episode Artwork How often should you talk about risk with your advisor? 25:17 Episode Artwork Money Puzzle TV Show: Do we believe what the media is saying about recession possibilities? 28:33