Jun 4, 2021
Having a financial portfolio can grow and protect your wealth for generations to come…but designing one with the least amount of risk is where most people fail.
Having a portfolio in and of itself is not going to protect your money. Maintaining it through a variety of tools is the only way to safeguard your assets and preserve your finances.
In this episode, I discuss the three tools your portfolio needs for lifelong growth and being protected from risky financial exposures in an uncertain world.
Show Highlights Include:
- Why your portfolio has different expectations than everyone else - and how to determine what plan compliments your lifestyle best. (1:50)
- What Apple reveals about owning stocks and how to grow your portfolio in value (with minimal risk). (5:46)
- The bonds that produce the most money and where you can take risks for a stress-free retirement right now. (9:10)
- The five areas of investment that protect your portfolio’s assets the most (in any political or economic environment). (10:38)
To schedule your complimentary retirement track review, head to https://onecapitalmanagement.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.