Welcome to another episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! We naturally  hold certain beliefs about money that drive our actions. Some in the realm of financial psychology have started the trend of making clients write their investment manifesto. While putting to paper your beliefs can be a great exercise, another practical way we have found to help clients understand how their investment portfolio affects their potential income in tangible ways is through a concept we call bucketing. Listen in to today's episode for more! 

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