Provided by TechGirl Financial
In Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage in the process and explore HOW we go about selecting the specific investments used to execute the plan. As part of the conversation, we cover the importance of risk tolerance, diversification, re-balancing, and why it’s best to work with an advisor to develop your strategy and identify the appropriate investments.
Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to email@example.com or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and LinkedIn.
- S2EP3: How Financial Planning Helps You Make Big Decisions
- KonMari Your Finances Podcast
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