When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry.
In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio.
Listen now.
Show Highlights Include:
To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.
Want to WATCH the show?
SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Create your
podcast in
minutes
It is Free