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Listen "Retirement Planning Happy Hour - Importance of Portfolio Consolidation"
Episode Synopsis
Send us a text🔑 Topics covered:Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employer's 401kThis week's drink of choice: Woodford Reserve Sherry Cask FinishWebsite: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
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