EPISODE · Feb 27, 2026 · 26 MIN
A look at portfolio construction
from Retirement Living Your Way · host 4CRB
With Troy recently receiving two National Awards within the financial planning profession, the Financial Standard Power50 and the Barron’s Top 150 most influential advisers (ranked 27th), we thought listeners would like to hear how Troy thinks when it comes to portfolio construction. Troy provides some greatly learnings around diversification, discipline, liquidity, what to avoid and why, plus a general conversation on all thing’s investmentSee omnystudio.com/listener for privacy information.
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A look at portfolio construction
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