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The Guided Retirement Show


Jul 23, 2019

There’s a lot that you need to understand before you set out to build your own retirement portfolio. In the first part of my conversation with Brad Kasper (episode 10), we had a big-picture discussion of what makes a portfolio successful, the dangers of emotional investing, and why math and data will always beat attempting to time the markets. If you haven’t already, go listen to that episode first. 

Today, I go deeper into my conversation with Brad. You’ll learn why so many people get derailed when they attempt to create financial plans on their own, how Brad chooses analytical tools with client goals in mind, and how to build a goals-driven portfolio and accurately track its performance.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/11

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com