Does your retirement portfolio have one of the 5 issues we discuss in this video? Do you want to make adjustments but aren't sure of the best way to move forward? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Timestamps:
0:00 5 Retirement Portfolio Issues You Can Fix Today
0:10 #1 Allocation ≠ Retirement Plan
2:24 #2 Popularity Based Investing
4:43 #3 Individual Stock Investing
9:34 #4 Portfolio Sprawl
11:53 #5 Asset Location Issues

Asset Location Videos:
Yield Splitting    • THIS Simple Tax Splitting Strategy Ca...  
"Relocation" Strategy for Asset Location Investing    • Use this Effective Tax Investing Stra...  
Tax Strategy Increases AfterTax Growth by 0.15%0.50%    • Tax Strategy Increases AfterTax Grow...  

Always remember, "You Don't Need More Money; You Need a Better Plan"

Subscribe to our channel: https://www.youtube.com/channel/UCVMA...

Join our Weekly Email Series: https://bit.ly/weeklyemailseries

Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact

The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing https://www.amazon.com/New60Generat...

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...