Podcasts Technology Think Smart with TMFG An Integrated Portfolio and Financial Plan Are the Key to Success

An Integrated Portfolio and Financial Plan Are the Key to Success

Published: March 2, 2023, 5:57 p.m.

b'Your financial plan and your portfolio should be managed in tandem by a Financial Advisor. So why go it on your own?\\xa0Only 5% of professional money managers beat the market 20 years out. The investment choices you make today can affect your entire family for decades or even a lifetime. Listen here to find out how you can ensure your financial future is successful.\\xa0\\nKey Points from this Episode:(01:55): Financial product research results(06:25): Economic cycles(07:22): Why do you need to integrate the portfolio and the financial plan?(08:02): Taxation choices(09:25): Staying on top of all the changes yearly; income, taxes, and estate'