• Proactive Maintenance for Retirement Portfolios

  • Aug 6 2024
  • Duración: 37 m
  • Podcast

Proactive Maintenance for Retirement Portfolios

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  • Resumen

  • 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.
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