Apr 17, 2024
Today, we break down the question, “What are you stewarding?” Oftentimes, retirees are not exactly sure what or how much they own. Answering this question is a critical part in the retirement planning process. In this podcast, Ben Taatjes will not only show you how to answer, “What are you stewarding?”, but he will also give you ways to identity exactly the goal for each of your assets and to assess the risk/return properties of your portfolio.