Episode 8: Common Mistakes - Asset Management episode artwork

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.  

Episode metadata supplied by the publisher feed · Published Jun 27, 2025

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Episode 8: Common Mistakes - Asset Management

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