We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know...

For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-planning-growth-vs-longevity

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Douglas Heagren | Pro College Planners

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