Planning

Episode 1: Strategy, Not Product, in Planning

Apr 25, 2020

Emotions Cost Money, Discipline Makes Money.

Here are just a handful of the things that we'll discuss:

  • Strategy, Not Product, Key in Retirement Planning
  • Balance: Short, Medium & Long Term Financial Needs
  • Diversification: Safety, Growth & Liquidity (2 Years of Cash)

THIS WEEK’S OFFER:

roadmap

Get your complimentary copy of The Roadmap to Retirement Income