EPISODE · Feb 16, 2024 · 49 MIN
What's the Plan?
from The Truth About Money with Bruce Weinstein · host Bruce Weinstein
In this episode of The Truth About Money, Bruce Weinstein and Tim Travis discuss and emphasize the importance of factors such as time horizon, expected retirement age, and realistic expectations for retirement expenses. They discuss the need for portfolio diversification and risk management, as well as the importance of reducing expenses before retirement. Bruce and Tim offer free consultations for portfolio analysis to help individuals optimize their investment strategies. Reach out to Bruce & Tim at (800) 796-9912 or https://www.premierswplanning.com/ https://www.ttvalueinvesting.com/See omnystudio.com/listener for privacy information.
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What's the Plan?
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