Watch Out for These 5 Investing Mistakes! - podcast episode cover

Watch Out for These 5 Investing Mistakes!

Retirement Answers
Jul 30, 2024ā€¢19 minā€¢Ep 79ā€¢Transcript available on Metacast
--:--
--:--
Listen in podcast apps:
Metacast
Spotify
Youtube
RSS

Episode description

Book a free consultation to get started today šŸ‘‰ https://www.rivertreewealth.com/get-started

I've seen a common theme in almost every portfolio review I have done lately for prospective clients... I share that investing mistake and 4 others with you in this weeks episode!

ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”ā€”

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.