155 Goals, then plan, then portfolio

from Money Over 50 · host Money Over 50 Financial Advisers

It's not difficult to come up with a plan/portfolio but if they don't align with your goals, what's the point? For all listener questions/feedback, please contact the team at [email protected].

Episode metadata supplied by the publisher feed · Published Apr 7, 2021

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155 Goals, then plan, then portfolio

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