• A Portfolio is NOT a Plan

  • Apr 26 2024
  • Length: 31 mins
  • Podcast
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A Portfolio is NOT a Plan

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  • Summary

  • Summary
    Chad Hufford, owner of Veritas Wealth Management, discusses the importance of having a strategic long-term financial plan and avoiding common mistakes made by investors. He emphasizes the need to focus on income rather than principle, and to have a target for retirement income needs. Hufford recommends owning a diversified portfolio of equities to provide steady income growth over time. He also highlights the importance of working with a financial planner who prioritizes the client's goals and objectives.

    Takeaways
    A portfolio is not a plan; it's important to have a strategic long-term financial plan that focuses on income.
    Having a target for retirement income needs is crucial to determine the amount of invested capital required.
    Owning a diversified portfolio of equities provides the best chance for steady income growth over time.
    Avoid making emotionally-driven decisions based on fear or greed; stick to the long-term plan.
    Work with a financial planner who prioritizes your goals and objectives.

    Chad's new book - https://rb.gy/gduu12


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