A Wiser Retirement™

Strategies to Grow and Protect Your Portfolio

January 03, 2022 Wiser Wealth Management Episode 87
A Wiser Retirement™
Strategies to Grow and Protect Your Portfolio
Show Notes Chapter Markers

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® discuss how to grow and protect your portfolio. Each principle they talk about is easy for the everyday investor or their advisor to implement.

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Intro
Cost of Investing
Portfolio Diversity
Long-term Investing
Fear and Investing