• Do you have too much junk in your retirement accounts?

  • Jul 2 2024
  • Duración: 10 m
  • Podcast

Do you have too much junk in your retirement accounts? Por arte de portada

Do you have too much junk in your retirement accounts?

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  • Resumen

  • On this podcast, Jay Kirkwood discusses the danger of having too much junk in your financial life, using the analogy of a cluttered garage. He shares a story of a client who had 88 positions in his investment account and explains the importance of having a clear reason and story for each position. Jay also highlights the risk of overlapping investments and lack of diversification. He emphasizes the need for a comprehensive analysis of one's financial situation to ensure a more secure retirement.

    To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com

    See omnystudio.com/listener for privacy information.
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Economía Finanzas Personales
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