The Wiser Financial Advisor: Portfolio Sanity Check #114
Listen now
Description
Today we thought it would be interesting to do a portfolio sanity check on all the turbulence and craziness of the last few years. Some of what we talk about is going to make you question or maybe reaffirm what you're already doing, which could result in some changes in how you'll manage your portfolio. We want you to really understand what’s involved in those decisions and what the outcomes end up being.A transcript of this episode is posted and episode chapters have been created for your co...
More Episodes
Following up on the espisode What Makes A Great Financial Advisor, host Josh Nelson discusses What Makes A Not So Great Financial Advisor. Josh gets into the details that will help you have an even better idea of how to select a financial advisor that's best suited to help and your family...
Published 10/14/24
What do you think the most important financial decision you can make is? Picking the right stock? Starting a 401K? Josh explains the most important financial decision you can make and helps you with options so that your decision really is the best financial decision for you. If you enjoy this...
Published 10/14/24