Does your retirement portfolio have one of the 5 issues we discuss in this video? Do you want to make adjustments but aren't sure of the best way to move forward? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to [ Ссылка ].

Timestamps:
0:00 5 Retirement Portfolio Issues You Can Fix Today
0:10 #1 - Allocation ≠ Retirement Plan
2:24 #2 - Popularity Based Investing
4:43 #3 - Individual Stock Investing
9:34 #4 - Portfolio Sprawl
11:53 #5 - Asset Location Issues

Asset Location Videos:
Yield Splitting - [ Ссылка ]
"Relocation" Strategy for Asset Location Investing - [ Ссылка ]
Tax Strategy Increases After-Tax Growth by 0.15%-0.50% - [ Ссылка ]
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Always remember, "You Don't Need More Money; You Need a Better Plan"

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