What’s the difference between income planning and investment planning? On today’s episode we talk about the importance of investment planning, how it’s done, and what you can expect when working with Mercurio Wealth Advisors.   and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-3-what-is-investment-planning/    What we discuss on this episode:  2:29 - What is the goal for investment planning?  5:11 - How do you balance risk for someone in retirement?   7:47 - What is a tactical manager?   10:50 - How are fees reduced and the value maximized? 13:23 - Not all financial advisors do the same thing.

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