EPISODE · Jan 10, 2024 · 19 MIN
Ep #109 - New Year. New Portfolio? Not So Fast!
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
📈 Navigating the financial landscape in 2024! 📉 Ben and Adam discuss the impact of market recovery and the common question that comes up in conversation at the beginning of a new year: "should I change my investment strategy?" Tune in for valuable financial planning perspectives and market insights. Tracking # T006761 Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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📈 Navigating the financial landscape in 2024! 📉 Ben and Adam discuss the impact of market recovery and the common question that comes up in conversation at the beginning of a new year: "should I change my investment strategy?" Tune in for valuable financial planning perspectives and market insights. Tracking # T006761 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor more insights on everyday financial plan...
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Ep #109 - New Year. New Portfolio? Not So Fast!
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