Many families have been worried about the declining value of their portfolios and it's opened their eyes to the shortfalls in their investment strategies. Let's talk about the challenges people face when they work without a plan and what you can do to begin that process.
Contact:
https://www.averywealth.com/
517-783-1695
Ep 37: All About Roth IRAs
Ep 36: All About Required Minimum Distributions
Ep 35: Sudden Wealth - Blessing Or A Curse?
Ep 34: Avoid the Herd! Get Your Free College Money Report
Ep 33: Is A Picture Worth A Thousand Words With Your Money?
Ep 32: The Groundhog 401(K)
Ep 31: Success Key - Tracking Your Past, Present and Future
Ep 30: Understanding Your Tax Return Is The Key To Building Wealth
Ep 29: Does Diversification Even Matter?
Ep 28: Why You Need a Retirement Income Plan
Ep 27: How to Avoid Medicare Penalties
Ep 26: 5 Keys to Avoiding College Debt
Ep 25: What Should Your Financial Goals Be?
Ep 24: GameStop, Bitcoin, and Diet Pills
Ep 23: Is Your Annual Investment Review Actually Helping You?
Ep 22: How Years Like 2020 Can Ruin Your Financial Plan
Ep 21: Four Stages of Money - Your Legacy
Ep 20: Four Stages of Money - The Distribution Phase
Ep 19: Four Stages of Money - Transitioning Into Retirement
Ep 18: Four Stages of Money - Accumulation
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