5 Steps to Design the Optimal Portfolio

Published: Jan. 19, 2021, 11 a.m.

Our topic on this episode of the Ready for Retirement podcast is about the 5 steps to design the optimal portfolio.Questions to ask ourselves: Am I invested the right way? Am I owning the right types of investments for my goals? Where do I start when it comes to designing the optimal portfolio for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?LET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an...