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Content provided by Jacob Duke, CFPยฎ and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPยฎ and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Watch Out for These 5 Investing Mistakes!
Manage episode 431477021 series 3436785
Content provided by Jacob Duke, CFPยฎ and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPยฎ and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Book a free consultation to get started today ๐ https://www.rivertreewealth.com/get-started
I've seen a common theme in almost every portfolio review I have done lately for prospective clients... I share that investing mistake and 4 others with you in this weeks episode!
โโโโโโโโโโโโโโโโโโโโโโโโโโโ
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
117 episodes
Share
Manage episode 431477021 series 3436785
Content provided by Jacob Duke, CFPยฎ and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFPยฎ and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Book a free consultation to get started today ๐ https://www.rivertreewealth.com/get-started
I've seen a common theme in almost every portfolio review I have done lately for prospective clients... I share that investing mistake and 4 others with you in this weeks episode!
โโโโโโโโโโโโโโโโโโโโโโโโโโโ
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.
117 episodes
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Similar to Retirement Answers
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions youโve been asking about -- financial planning, investing, retirement and everything in between. Whether youโre navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants โ The Disney Dilemma โ focuses on Disneyโs ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The fun email marketing podcast. Sell more of your online courses, grow your membership and bring in more coaching clients with email marketing that doesn't stink. Sound good? Then join your fellow Email Marketing Heroes for your weekly dose of fun, practical, yet brutally honest email marketing advice. You can listen in to a piping hot, fresh episode every 'Email Marketing Wednesday' or if you prefer learning with your eyes instead of your ears, we turn each episode into a full written blog ...
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continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
…
continue reading
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…
continue reading
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continue reading
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