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Client Portfolio Nightmares
Jun 26 2024
Length: 42 mins
Podcast

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Client Portfolio Nightmares

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Summary
Sometimes a client will come in thinking that their portfolio may need some slight adjustments, only to discover that what they really need is portfolio triage. Donna takes us through some examples of client portfolio nightmares, and how they came to pass. Also on MoneyTalk, what does retirement mean to you?

Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
See omnystudio.com/listener for privacy information.

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