Brent chats with John Stephens about how adding equities can de-risk an investment portfolio. They then talk about how that strategy can be used within the goals an investor has for their life. In the end, money is a tool to live, so they discuss how to think about using investing to support the life you want to live. They also talk about John’s unique journey from practicing physician to financial adviser and how to navigate transitions successfully.

John Stephens, MBA, CFA, CFP® is a Shareholder of TCI Wealth Advisers where he specializes in helping other doctors and senior level executives build and maintain their wealth, independent from their businesses, by providing the same professional quality of financial advice to his clients today as he did for his patients back when he was a physician. He can be reached at https://tciwealth.com/advisor/john-stephens/

This material is for informational purposes only. The views expressed are those of the speaker as of the date noted and not necessarily of the speaker’s firm or its affiliates.

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