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3 Steps You Can Take So You Don’t Screw Up Your Portfolio

There are a series of things you can do in order to set yourself up for financial success. Likewise, there are a set of things that maybe you are not doing that could be negatively impacting your financial portfolio. In this episode of The Money Guy Show, Brian and Bo walk listeners through the three easy steps you can take so you don’t screw up your portfolio.

Whether you are just getting started with your finances or you are a seasoned investor nearing retirement age, these three simple steps can help guide you to make even better money decisions. Listen in to learn ways you can keep even more of your money in your pocket by leveraging certain financial tools and methods.

Join us this week to hear about:

  • What it means to keep your personal finances simple.
  • How to stay well organized.
  • Ways to minimize your tax exposure.
  • Which fees you need to be aware of and why.
  • How to know yourself and overcome emotional financial decisions.
  • Why diversification is so important.
  • When you should consider hiring a professional advisor.

Resources mentioned on the show:

The Wealthy Barber by David Chilton

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