3 Things EVERY Portfolio Should Have
Jun 07, 2022•18 min
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more
Episode description
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:
- What growth should look like. (1:32)
- The younger brother of "rate of return" (5:15)
- Grandpa says, make your money on the buy. (7:33)
- Standing the test of time. (10.57)
- Only 5 places to invest. (13:29)
- Not so conservative. (14:55)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.
For the best experience, listen in Metacast app for iOS or Android