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Joining Me Now Ep. 21:  What A Balanced Portfolio Means Today

Joining Me Now Ep. 21: What A Balanced Portfolio Means Today

New Focus on Wealth with Chad Burton · New Focus on Wealth

February 1, 202335m 59s

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Show Notes

Listen to the latest episode of Joining Me Now as Rob and Chad dive into the hot topics in the world of retirement planning. This episode features a discussion on safe money and balanced portfolios with Chad explaining how the meaning of a “balanced portfolio” has completely changed over the years to reflect the status of interest rates. Listen now!

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Topics

investingretirementTaxPlanningbalancesportfolios