33 min listen
Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott
Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott
ratings:
Length:
42 minutes
Released:
Apr 21, 2023
Format:
Podcast episode
Description
We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know... For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-planning-growth-vs-longevity Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
Released:
Apr 21, 2023
Format:
Podcast episode
Titles in the series (100)
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