Discover this podcast and so much more

Podcasts are free to enjoy without a subscription. We also offer ebooks, audiobooks, and so much more for just $11.99/month.

Episode 61: How SHOULD You Think About Your Investment Portfolio?

Episode 61: How SHOULD You Think About Your Investment Portfolio?

FromRetire With Style


Episode 61: How SHOULD You Think About Your Investment Portfolio?

FromRetire With Style

ratings:
Length:
39 minutes
Released:
Apr 18, 2023
Format:
Podcast episode

Description

Now that Wade, Alex, and Bob have talked (extensively) about how not to invest, we want to be a little more upbeat. On this week's episode, we want to take a closer look at some of the things that do work - and what that tells you about how to construct your own investment portfolio. Listen now to learn more!
 
This episode is sponsored by McLean Asset Management. Visit https://www.mcleanam.com/roth/ to download McLean's free eBook, "Is a Roth Conversion Right For You?"
Released:
Apr 18, 2023
Format:
Podcast episode

Titles in the series (97)

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.