Is it time for a portfolio review? - podcast episode cover

Is it time for a portfolio review?

Oct 03, 202335 min
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Episode description

When should you review your portfolio before retirement? George Fossing and Zach Jenkins discuss when is the right time for a financial checkup. They also talk about high interest cash investments and if they will disappear soon, as well as the biggest mistakes they see in 401(K) plans. 

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