A portfolio X-ray is a comprehensive review of your investment portfolio. It can help you identify any potential risks or areas where you may be overexposed. In this episode of the Retirement Key podcast, Abe Abich discusses the importance of a portfolio X-ray for retirement planning. He explains how it can help you make sure your portfolio is aligned with your risk tolerance and financial goals.

To begin your personalized retirement conversation and gain a deeper understanding of your financial path, visit RetirementKeyRadio.com. Find even more helpful insights from Abe Abich, Pat Volk and the rest of the team on Facebook, Instagram, LinkedIn and YouTube!

About Abe Abich

Founder & CEO, Certified Financial Fiduciary®

Abe founded Abich Financial Services (AFS) in 2008 and has 20+ years of experience in financial services. He is a seasoned retirement income planning professional and a Certified Financial Fiduciary®. Abe hosts the D.C. metro area radio show, “Retirement Key Radio,” on 105.9 WMAL and the television show, “Retirement Key TV,” on WUSA 9 and ABC7 WJLA.

Abe and the team have helped close to 1,000 individuals and families prepare for their financial futures. His authored articles can be seen in Forbes, Fortune, Yahoo! Finance, CNN Money, and more. Abe has also served as a member of the Forbes Financial Council. He earned his B.S. from Liberty University, where he lived out his dream to pitch for their Division I baseball team.

In August 2015, Abe married his wife, Shelly, and they became proud Leesburg residents and teamed up to run AFS as a family firm. With a determination to always give back to the local community, he joined his wife in starting a senior non-profit, has served on the board for Loudoun Habitat for Humanity, and is a member of the Loudoun County Chamber of Commerce and Cornerstone Chapel in Leesburg. He is an avid Washington Commanders fan and, on weekends, enjoys being a local foodie, biking the trails, and boating on the Potomac.

 

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