Make Retirement Work

Ep 8: Are Complicated Portfolios Necessary?


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Everyone's financial plan will consist of a different make-up but how long should you expect it to be when laid out on paper? Does a complicated plan mean it's more comprehensive? Marc will take us through his planning process and explain what he typically provides clients.

Read more and get additional financial resources here: http://makeretirementwork.com/397/ep-8-are-complicated-portfolios-necessary/

Today's show schedule:

0:54 – We're now podcasting every week.

2:19 – There are one-pagers and then some really thick packets.

3:20 – Can you get a comprehensive plan on one page?

4:26 – What length do you typically see for a plan?

7:01 – Tell us about a time a new client came in with a complicated plan.

8:50 – What about plans that were too simple?

10:53 – The setup Marc has in his office.

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Make Retirement WorkBy Marc Werkmeister

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