• Building an Investment Strategy for Retirement

  • 2024/09/05
  • 再生時間： 15 分
  • ポッドキャスト

Building an Investment Strategy for Retirement

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  • Investment planning is more than just putting your money in the stock market. It's about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you're willing and able to take, and then building a portfolio that matches those parameters. It's a personalized approach that ensures your investments are working towards your unique financial objectives.

    Here’s what we cover in this episode:

    0:00 – Intro

    1:06 – What is investment planning?

    2:30 – Goal for investing in retirement

    4:48 – Managing risk

    7:46 – Fees


    Connect with us:

    Web: https://wyzewealthadvisors.com/
    Phone: 724-271-7019

    Watch the show on YouTube: https://bit.ly/3Ssra3H
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あらすじ・解説

Investment planning is more than just putting your money in the stock market. It's about aligning your investment portfolio with your specific retirement goals. Today we’ll get into our approach to investing. This process involves understanding how much risk you're willing and able to take, and then building a portfolio that matches those parameters. It's a personalized approach that ensures your investments are working towards your unique financial objectives.

Here’s what we cover in this episode:

0:00 – Intro

1:06 – What is investment planning?

2:30 – Goal for investing in retirement

4:48 – Managing risk

7:46 – Fees


Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019

Watch the show on YouTube: https://bit.ly/3Ssra3H
就職活動 個人ファイナンス 経済学
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