
Episode 269
Why It Is Hard to Sell Your Best Investments, Even When You Know You Should
August 14, 202511m 21s
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Show Notes
“Hey Mike, I’ve got a great portfolio and don’t want to sell any of it. How do you build a retirement plan around a portfolio without selling anything?” Discover how to slowly adjust your portfolio as you get closer to retirement.
Text your questions to 913-363-1234.
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Topics
retirementpersonal financeinvestinginsuranceannuitiesstock market