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This episode emphasizes the importance of proper investment structuring and diversification in retirement planning. Host Dave Zaegel discusses how to manage risk, position sizing, and the significance of diversification, especially as one approaches or is in retirement.
By Dave Zaegel, CPA, CFP4.8
66 ratings
This episode emphasizes the importance of proper investment structuring and diversification in retirement planning. Host Dave Zaegel discusses how to manage risk, position sizing, and the significance of diversification, especially as one approaches or is in retirement.