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Do Your Retirement Accounts Need To Be Rebalanced?

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Manage episode 337329126 series 2840050
Content provided by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group 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.

Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more.

Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

  continue reading

451 episoade

Artwork
iconDistribuie
 
Manage episode 337329126 series 2840050
Content provided by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Enhancement Group, LLC, Joe Clark, and CFP with Financial Enhancement Group 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.

Rebalancing retirement accounts means selling from what did well and purchasing what did poorly the quarter before. We will discuss if you should and how to go about it in this segment of Your Retirement Playbook. Call us at 800-928-4001 to schedule Your Next Steps meeting, or visit www.yourlifeafterwork.com to learn more.

Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits Visit our website at www.yourlifeafterwork.com

We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com

  continue reading

451 episoade

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