EPISODE · Jun 27, 2025 · 22 MIN
Episode 8: Common Mistakes - Asset Management
from The Sojourn Wealth Management Podcast · host Sojourn Wealth Management
Jeff, Corey, and Andrew pick up where they left off in Episode 7 with common mistakes in asset management. In the previous episode, they largely covered the accumulation phase. In Episode 8, they discuss how to manage assets in preparation for retirement and the distribution phase, as well as how to sequence your income distributions efficiently.
What this episode covers
Jeff, Corey, and Andrew pick up where they left off in Episode 7 with common mistakes in asset management. In the previous episode, they largely covered the accumulation phase. In Episode 8, they discuss how to manage assets in preparation for retirement and the distribution phase, as well as how to sequence your income distributions efficiently.
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Episode 8: Common Mistakes - Asset Management
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