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Do You Have a Plan or a Portfolio? [Episode 11]
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Do you know the difference between a financial plan and a financial portfolio? In this episode of Joe Knows Retirement, Joe explains how you may have a portfolio, but if you're in or near retirement, you should also consider creating a plan. This plan will help you navigate the financial complexities of retirement so you can spend less time worrying about your investments and more time doing the things you love.
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