Retirement Planning Happy Hour - Importance of Portfolio Consolidation

Send us Fan Mail 🔑 Topics covered: Benefits of consolidating accounts The flawed premise of how some investors view portfolio diversification Pros and cons of 401k accounts Why you should NEVER leave money in a previous employer's 401k This week's drink of choice: Woodford Reserve Sherry Cask Finish Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas , Brian Ramsey , Chris Vaughn , Aaron McAndrew Facebook Instagram

Listen