Artwork

Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Watch Out for These 5 Investing Mistakes!

18:46
 
Distribuie
 

Manage episode 431477021 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

I've seen a common theme in almost every portfolio review I have done lately for prospective clients... I share that investing mistake and 4 others with you in this weeks episode!

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

82 episoade

Artwork
iconDistribuie
 
Manage episode 431477021 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Book a free consultation to get started today 👉 https://www.rivertreewealth.com/get-started

I've seen a common theme in almost every portfolio review I have done lately for prospective clients... I share that investing mistake and 4 others with you in this weeks episode!

———————————————————————————

Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

82 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință