
Sign up to save your podcasts
Or
Is asset class more important than sector allocation? Today I walk Amanda through the general in's and out's of investing highlighting which factors need the most consideration. I also share common IRA, 401k and trust beneficiary mistakes that can really hurt. Roth 401k vs. Roth IRA -which one is best?
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
4.3
6767 ratings
Is asset class more important than sector allocation? Today I walk Amanda through the general in's and out's of investing highlighting which factors need the most consideration. I also share common IRA, 401k and trust beneficiary mistakes that can really hurt. Roth 401k vs. Roth IRA -which one is best?
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
150 Listeners
266 Listeners
495 Listeners
1,501 Listeners
436 Listeners
772 Listeners
43 Listeners
297 Listeners
513 Listeners
564 Listeners
181 Listeners
590 Listeners
884 Listeners
343 Listeners
163 Listeners