Episode 2: What is an Investment Target Board?

Have you ever seen your entire financial life on one single piece of paper? If not, you are certainly not alone. We created the Target Board that illustrates every aspect of your financial livelihood on one page to give you clarity and insight into why you own what you own.

Key takeaways:

Understand your retirement income goal, as well as current and future income generation. Learn how we segment every asset based on how its taxed Discover how your investments are designed either for access, income, or growth.