Season 24 · Episode 5
Simplify Your Investments
The Meaningful Money Personal Finance Podcast · Pete Matthew - Meaningful Money
February 22, 202337m 36s
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Show Notes
Today we're continuing our season about Simplifying Everything and talking specifically about simplifying your investments. We certainly see a lot of complexity here when clients come to us. And while not everyone has a super-simple situation - sometimes complexity happens by accident - in almost every case, there's a level of simplification that can be achieved, and usually quite easily and quickly.