It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Planning For Summer Vacation & Retirement Are A Lot Alike
Conventional Wisdom Isn't Always So Wise
Facing The 4 Realities Of Retirement Planning
5 Dangerous Mindsets That Could Sink Your Retirement Future
Getting To Know Scott Searles
Coming Soon - The Retirement Toolbox Podcast
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