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Create A Personalized Retirement Asset Allocations

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Manage episode 462480215 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter 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.

When it comes to allocating your portfolio in retirement, I don't like the traditional industry guidelines.
I prefer for you to have a retirement portfolio that is customized, based upon your actual life and the income needs you have.
I hope you find this episode helpful, and until next time... have a great day ~ Mike

----------------------------------------------------------------------------------

Email Mike: [email protected]

Have a Conversation with Mike: https://calendly.com/conversation-wit...

True Wealth Assessment: www.truewealthfg.com/assessment

  continue reading

84 episodes

Artwork
iconShare
 
Manage episode 462480215 series 3486996
Content provided by Mike Potter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike Potter 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.

When it comes to allocating your portfolio in retirement, I don't like the traditional industry guidelines.
I prefer for you to have a retirement portfolio that is customized, based upon your actual life and the income needs you have.
I hope you find this episode helpful, and until next time... have a great day ~ Mike

----------------------------------------------------------------------------------

Email Mike: [email protected]

Have a Conversation with Mike: https://calendly.com/conversation-wit...

True Wealth Assessment: www.truewealthfg.com/assessment

  continue reading

84 episodes

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