I’ve helped thousands of people to review their investment portfolios and check whether it’s truly aligned with their goals. Over and over, I see the same concerns, misunderstandings, and blind spots.

And in today’s Dumb Question of the Week: How can you keep yourself accountable?

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🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

What I’ve Learned: Keeping Your Portfolio (and Yourself) on Track

Many Happy Returns