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3 Things EVERY Portfolio Should Have

3 Things EVERY Portfolio Should Have

FromMake Your Money Matter


3 Things EVERY Portfolio Should Have

FromMake Your Money Matter

ratings:
Length:
18 minutes
Released:
May 25, 2022
Format:
Podcast episode

Description

When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry. In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio. Listen now.  Show Highlights Include: What growth should look like. (1:32)  The younger brother of "rate of return" (4:00)  Grandpa says, make your money on the buy.  (6: 21)  Standing the test of time. (9:47)  When something goes down, something else goes up (13:25)  Question of the day. (14:10)  To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you. Want to WATCH the show? SUBSCRIBE to our YouTube Channel here: The Make Your Money Matter YouTube Show
Released:
May 25, 2022
Format:
Podcast episode

Titles in the series (100)

Make Your Money Matter is a show dedicated to separating myth from truth, so you may avoid the most common mistakes many Americans make with their money and make better financial decisions. Your host Brad Barrett, CFP® is a Managing Director and Partner at One Capital Management, a top ranked independent investment advisory firm managing over $2.5 Billion in assets for clients across the country. He has advised individuals and families for over 15 years, is an active member of Kingdom Advisors, a biblically based advisory network and holds the Certified Financial Planner™ designation.