Bringing financial planning topics to CNBC

Last night I hosted a special on CNBC to tackle some audience questions about financial planning, tax strategies, estate planning, risk tolerance, asset allocation, etc. I really appreciate the network for giving me the opportunity to bring these topics onto the air. Here’s a clip, discussing “optimal portfolios” versus real life: Source: Financial advisor: Most important factors regarding allocation (C...

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source https://thereformedbroker.com/2020/04/21/bringing-financial-planning-topics-to-cnbc/