EPISODE · Apr 22, 2021 · 39 MIN
The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
from The Independent Advisors · host Mark McEvily
Mark & Aaron Discuss the Following on Episode #94: Q1 Equity Returns Top 5 Wealth Killers Tax Consequences of short term trading More inflation numbers What to do if you’re a decade away from retirement 1. Research piece from LPL - https://lplresearch.com/.../a-goldilocks-first-quarter.../ 2. Tweet by Ryan Detrick - https://twitter.com/RyanDetrick/status/1381666350591016970 3. Tweet by Peter Mallouk - https://twitter.com/petermallouk/status/1381954651646529536?s=11 4. Tweet by Gavin Baker - https://twitter.com/gavinsbaker/status/1383815616176422913?s=11 5. Tweet from Zerohedge on - https://twitter.com/zerohedge/status/1383820631121141765?s=11 6. Blog post by Peter Lazaroff - https://peterlazaroff.com/10-things-to-do-now-if-youre-a-decade-away-from-retirement/?utm_source=ActiveCampaign&utm_medium=email&utm_content=Individual+vs+Bond+Funds%3A+Which+Should+Be+in+Your+Portfolio%3F&utm_campaign=Mar+23%2C+2021+Newsletter Twitter Handles: Jessup Wealth Management (@JessupWealth) / Twitter Mark McEvily (@MarkMcEvily) / Twitter Matthew Jessup (@matthewcjessup) / Twitter
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The Independent Advisors Podcast Episode 94: Top 5 Wealth Killers
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