Ep 133: DE-RISKING your retirement portfolio, Charitable Giving Strategies, and TRANSFER methods for your business
The Weekly Wealth Podcast · David Chudyk
July 22, 202320m 24s
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Show Notes
Segment # 1:
How can you DE-RISK your retirement portfolio?
Segment # 2:
Charitable giving methods
Segment # 3:
What are some ways that you might end up exitting your business?
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