Tue, 28 June 2016
What should you do when you get an inheritance?
The first thing you should do when you get an inheritance is not to make any rash decisions or changes in your lifestyle without understanding what you have just received. This is especially true if these assets are complex investments.
Listen to why it is important to get guidance from a qualified financial advisor when you receive an inheritance.
Direct download: Episode_114_How_Not_to_be_Stupid_When_You_Get_an_Inheritance.mp3
Category:financial planning -- posted at: 3:00pm CET
Tue, 14 June 2016
How can you improve your portfolio’s diversification?
By consolidating your money under the watchful eye of a single financial advisor.
Last episode discussed how consolidating your investments can make more money. Listen to this episode to discover the benefits of using money managers or mutual funds to manage specific sections of your portfolio. By consolidating your assets under one account, you can make sure that you are properly diversified.
Listen to the whole show for a link to a free video about money managers.
Direct download: Episode_113_Consolidating_Your_Money_Can_Actually_Improve_Diversification.mp3
Category:general -- posted at: 3:00pm CET