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Ep 8: Are Complicated Portfolios Necessary?
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Innehåll tillhandahållet av Marc Werkmeister. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Marc Werkmeister eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Everyone’s financial plan will consist of a different make-up but how long should you expect it to be when laid out on paper? Does a complicated plan mean it’s more comprehensive? Marc will take us through his planning process and explain what he typically provides clients.
Read more and get additional financial resources here: http://makeretirementwork.com/397/ep-8-are-complicated-portfolios-necessary/
Today's show schedule:
0:54 – We’re now podcasting every week.
2:19 – There are one-pagers and then some really thick packets.
3:20 – Can you get a comprehensive plan on one page?
4:26 – What length do you typically see for a plan?
7:01 – Tell us about a time a new client came in with a complicated plan.
8:50 – What about plans that were too simple?
10:53 – The setup Marc has in his office.
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