Happy new year!

 

For my first video of 2020, I wanted to start by being really honest with you. I am a huge believer of financial planning. It's a big part of my business! But there is an important risk involved with all financial plans that I think we should talk more about. It's called "sequence of returns" risk, and my first Byte Sized episode of the year will help you understand it better so you can get the most you can out of your financial plan.

 

 

Special thanks to my friends at ReSolve Asset Management.