Retirement Planning Happy Hour

Retirement Planning Happy Hour - Importance of Portfolio Consolidation


Listen Later

Send us a text

🔑 Topics covered:

  • Benefits of consolidating accounts
  • The flawed premise of how some investors view portfolio diversification
  • Pros and cons of 401k accounts
  • Why you should NEVER leave money in a previous employer's 401k

This week's drink of choice:  Woodford Reserve Sherry Cask Finish

Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
Follow FWPP:
LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew
Facebook
Instagram

...more
View all episodesView all episodes
Download on the App Store

Retirement Planning Happy HourBy Eric Douglas, Chris Vaughn

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

8 ratings