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Our topic on this episode of the Ready for Retirement podcast is about understanding if you should just own the S&P 500 in your portfolio.
Questions to ask ourselves: Does the S&P 500 give proper diversification for my individual goals? Should I be allocated to stocks outside of the United States? Does the S&P 500 fit my risk tolerance? Should I hold the S&P 500 in both my taxable and non-taxable accounts?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
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Create Your Custom Strategy ⬇️
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Join the new Root Collective HERE!
By James Conole, CFP®4.8
781781 ratings
Our topic on this episode of the Ready for Retirement podcast is about understanding if you should just own the S&P 500 in your portfolio.
Questions to ask ourselves: Does the S&P 500 give proper diversification for my individual goals? Should I be allocated to stocks outside of the United States? Does the S&P 500 fit my risk tolerance? Should I hold the S&P 500 in both my taxable and non-taxable accounts?
Are you ready to start focusing on the things that truly matter when it comes to your financial future?
LET'S CONNECT!
ENJOY THE SHOW?
Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play
Have a question you want answered on a future episode? Submit it here
Create Your Custom Strategy ⬇️
Get Started Here.
Join the new Root Collective HERE!

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