Peace About Portfolios - Part 3
- Aaron Kolkman
- 2 hours ago
- 1 min read
Today on this special ASV+ episode, we’ll continue the series “Peace About Portfolios” and focus on advanced Retirement Income Planning. We’ll combine asset optimization concepts and total return investment points to arrive at a consistent method of taking withdraws from your portfolio… and we’ll work to keep the portfolio in its place – in support of your plans.
Weekly Verses:
Trust in the Lord with all your heart, and do not lean on your own understanding. In all your ways acknowledge him, and he will make straight your paths. - Proverbs 3:5-6, ESV
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