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Retirement Planning Happy Hour - Importance of Portfolio Consolidation
Manage episode 491965775 series 3675038
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🔑 Topics covered:
- Benefits of consolidating accounts
- The flawed premise of how some investors view portfolio diversification
- Pros and cons of 401k accounts
- Why you should NEVER leave money in a previous employer's 401k
This week's drink of choice: Woodford Reserve Sherry Cask Finish
Website: Family Wealth Planning Partners
Schedule a Call: https://www.fwppartners.com/contact
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