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Proactive Maintenance for Retirement Portfolios
Manage episode 432811745 series 3561311
Konten disediakan oleh The Impact Partnership and John Blanchard. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh The Impact Partnership and John Blanchard atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
John Blanchard highlights the significance of proactive management for retirement portfolios. He recommends routinely evaluating investment risks, adjusting portfolios, and utilizing tax strategies such as Roth account conversions. Additionally, he underscores the importance of categorizing assets into various buckets according to immediate and future needs, along with risk tolerance.
Get to know and schedule a complimentary appointment with Acadiana's Retirement Strategist and the entire team at https://matthewjames.com/.
See omnystudio.com/listener for privacy information.
Chapter
1. Seg 1 (00:00:00)
2. Marker 09 (00:00:05)
3. Marker 08 (00:00:07)
58 episode
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