In Today’s Episode

Eric and Brandon discuss the very necessary topic of keeping your portfolio healthy. The guys will go over some of their typical routines and go over what you should do as well

 

What You’ll Get Out of Today’s Show

• Performing a wellness check
• Refresher on asset allocation and rebalancing
• • Touch on auto rebalancing features
• What items you should look at during your rebalance
• Potentially doing some tax planning at year end

 

Links Mentioned in This Episode

 

ignitiontowealth.com/resources

 

ignitiontowealth.com/tools

 

ignitiontowealth.com

 

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