The 3 Financial Principles That Matter Most – 274

We’ve discussed many different topics on this podcast over the years: retirement income, Social Security, taxes, Roth conversions, and the Bucket Strategy, to name a few. But there are certain core principles underneath nearly every planning conversation, and they can change the way you think about your money.

What assumptions are you making about market swings, your time horizon, and the way your money should be invested? Are you treating every dollar the same, or does each part of your portfolio have a specific reason for being there? And when you shift from saving to distribution, does your strategy need to shift with it?

Learn all about the core financial principles that guide the way we think about retirement planning from podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

The opinions voiced in this show (program; podcast) are for general information and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to make a decision.

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