28. Investment Planning – Part One of Six Points of Financial Planning with Kevin Simpson

Dear Rochester, Retire Well

English - November 24, 2021 09:00 - 34 minutes - 24.9 MB - ★★★★★ - 17 ratings
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Previous Episode: 27. Understanding Your Retirement From a Public School View with Marshal Scheidt

Next Episode: 29. Risk Management – Part Two of Six Points of Financial Planning with Eric Eveland

Yield enhancing covered calling, risk adjusted returns, equity portfolios—most advisors understand these topics, but the average investor may not know what these are and how they could be a strong addition to their portfolio. In this episode, David Pulcini sits down with Kevin Simpson, founder & chief investment officer of Capital Wealth Planning, to talk …

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