Return on LifeStyle Podcast

Episode 29 – Farmer Bill and his Three Sons


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The tale of a farmer and his sons – which son are you?
In today’s episode, Rey Descalso tells the tale of a farmer and his sons.  How different each son is.  How could this possibly relate to investing?
In this episode, you’ll learn:

* Why Farmer Bill’s sons were the secret to his success
* How this parable relates to asset allocation
* What choices need to be made in order to leave a legacy
* What Stability Planning can do for your portfolio

Tune in now!
Resources:    Privada Wealth Management | Email | Blog Post: Farmer Bill
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Return on LifeStyle PodcastBy Rey Descalso