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On this podcast, Jay Kirkwood discusses the danger of having too much junk in your financial life, using the analogy of a cluttered garage. He shares a story of a client who had 88 positions in his investment account and explains the importance of having a clear reason and story for each position. Jay also highlights the risk of overlapping investments and lack of diversification. He emphasizes the need for a comprehensive analysis of one's financial situation to ensure a more secure retirement.
To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com
See omnystudio.com/listener for privacy information.
On this podcast, Jay Kirkwood discusses the danger of having too much junk in your financial life, using the analogy of a cluttered garage. He shares a story of a client who had 88 positions in his investment account and explains the importance of having a clear reason and story for each position. Jay also highlights the risk of overlapping investments and lack of diversification. He emphasizes the need for a comprehensive analysis of one's financial situation to ensure a more secure retirement.
To learn more about Jay and the team at Secure Financial Management, including their "Get Me To Retirement" 5-Step Process, go to www.clearskiesretirement.com
See omnystudio.com/listener for privacy information.