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Sector Investing, 401(k) Optimization, & Self-Planning (9/2/2023)
Manage episode 376002727 series 3083349
Контент предоставлен Alec Kelso and The Real Money Pros. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Alec Kelso and The Real Money Pros или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Alan and Brian start by talking about the world of sector investing and its benefits, while also cautioning against the pitfalls of over or underweighting in a specific sector. Don't underestimate your 401(k) – it's one of your most valuable assets! Learn why precision is key when selecting investments for your 401(k) and how a knowledgeable financial advisor can make a difference when it comes to growth in that account. Your company's investment strategy may not be the most optimized... Finally, we underscore the importance of comprehensive financial planning, whether it's partnering with an advisor or meticulously navigating the process yourself. Bucket strategy, reviewing insurance policies, chartible giving, and more.
Hosts:
Alan Holman, CFP®, Wealth Advisor
Brian Wiley, Financial Advisor
The Real Money Pros:
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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100 эпизодов
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