
Episode 244
Why now is an important time to review your financial plan, plus how to inflation-proof your portfolio.
Simply Money by Allworth Financial
June 21, 202438m 56s
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Show Notes
They say you shouldn’t build a boat in the middle of stormy seas. On this Best of Simply Money podcast, Amy and Steve discuss the steps you should take with your money right now while the waters are calm.
Plus, they examine whether you should tweak your portfolio before tax cuts expire at the end of next year.