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Ep 38: Retiring ASAP With A Portfolio Analysis
Manage episode 282823185 series 2524031
This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://66elrgll.pages.infusionsoft.net/
Call: 330-264-1100
81 에피소드
Manage episode 282823185 series 2524031
This is part 2 to our Retire ASAP Quickguide series. Now that we have taken inventory of our assets, we need to analyze them and see if they are still a good fit for our retirement plan. Taylor and Brad talk about how they analyze portfolios in their office, advisor fees, and a few more critical questions you should be asking yourself regarding to your portfolio.
Important Links:
Taylor's Website: https://www.fikeadvisors.com/podcast
Retire ASAP Toolkit: https://www.fikeadvisors.com/what-we-do/retire-asap/
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://66elrgll.pages.infusionsoft.net/
Call: 330-264-1100
81 에피소드
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