138: Year-End Planning With John Nersesian of PIMCO

Today's show is part one of a two-part series, where Patti invites John Nersesian of PIMCO Investment Management into the studio. John is the head of Advisor Education at PIMCO, providing advanced wealth management and planning techniques, as well as investment consulting education to financial professionals. In this episode, Patti and John discuss the importance of year-end planning – how to implement various strategies and take specific opportunities that can help protect and grow your portfolio. They discuss the importance of taking those opportunities to implement fundamental strategies throughout the year – not just at year end. John also provides a helpful checklist available on our website to all listeners.