Episode 384
Why Building a Retirement Plan Around Your Portfolio Is Backwards
February 9, 202617m 57s
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Show Notes
“Hey Mike, can you walk through your planning process order and why you believe it needs to be that way? I’m a dividend investor and am building my plan around my portfolio, which you say is not the right way to go about it.”
Discover why your lifestyle expectations and tax strategies should come before investments.
Text your questions to 913-363-1234.
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Topics
retirementpersonal financeinvestinginsuranceannuitiesstock market