))
Proactive Maintenance for Retirement Portfolios
Manage episode 432811745 series 3561311
Kandungan disediakan oleh The Impact Partnership and John Blanchard. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The Impact Partnership and John Blanchard atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
John Blanchard highlights the significance of proactive management for retirement portfolios. He recommends routinely evaluating investment risks, adjusting portfolios, and utilizing tax strategies such as Roth account conversions. Additionally, he underscores the importance of categorizing assets into various buckets according to immediate and future needs, along with risk tolerance.
Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.
See omnystudio.com/listener for privacy information.
Bab
1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
63 episod
Kongsi
