When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry.

In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio.

Listen now. 

Show Highlights Include:

• What growth should look like. (1:32) 
• The younger brother of "rate of return" (5:15) 
• Grandpa says, make your money on the buy.  (7:33) 
• Standing the test of time. (10.57) 
• Only 5 places to invest. (13:29) 
• Not so conservative. (14:55) 

To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-410-5454.