What’s Hiding In Your Retirement Portfolio
Charleston's Retirement Coach
English - March 12, 2024 08:00 - 14 minutes - 12.9 MB - ★★★★★ - 3 ratingsInvesting Business Education charleston retirement financialservices investmentadvisor retirementplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
A new survey found the average person has 26 items of clothing that never get worn. 65% of people admit to having clothes with tags still on them! We all have a closet that could use some cleaning out, but it likely won’t have much effect on your future.
But what about your “financial closet?”
On this episode, Brandon speaks of the common to out-of-date findings he sees when running a portfolio X-Ray. Just like having 6 colors of the same shirt, he’ll often find redundancies like multiple fund holdings that carry the same investments, and similar to having clothes that don’t fit, you may have investments that don’t fit. You don’t dress like you did when you were 35, so why are you still invested like you were at 35?
Ready to refocus your finances toward the future? Visit BowenWealth.com for your portfolio review.
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