Mar 9, 2021
When it comes to growing your wealth and protecting your savings, there are three things every investment plan needs.
And not only will these things help you in the future, they’ll let you live comfortably right now too. Financial planning shouldn’t affect the life you live today, nor should it drown you in expenses later.
In this episode, I discuss the wealth-building tactics that contribute to a successful portfolio and the risks you can avoid for a peaceful retirement.
Show Highlights Include:
- The “Tommy Lasorda” approach to putting together the perfect investment plan today. (3:00)
- How to avoid risky equities and scale your wealth sustainably for a stable retirement. (5:01)
- The investments your plan needs for creating income and growing it exponentially in the near future. (9:42)
- How to set goals that make your money grow and protect your family’s assets immediately. (11:15)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.