• Is your investment strategy outdated? Five Questions To Ask

  • Jan 29 2025
  • Duración: 10 m
  • Podcast

Is your investment strategy outdated? Five Questions To Ask

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  • Resumen

  • Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about how to tell if your investment strategy is outdated. He'll walk you through five questions you can ask yourself and your financial advisor about your portfolio to see if you should make changes.

    Name and locations may have changed to protect privacy.

    Email your questions to: nationalsmartvestor@whitakerwealth.com

    This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

    https://www.whitakerwealth.com/
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