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Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios.
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In this conversation, Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. He explains how the stress test can help identify potential areas of risk and volatility in the portfolio. Chris also highlights the need for a comprehensive financial plan that includes income planning, tax strategies, growth targets, and protection measures. He emphasizes the importance of working with a financial advisor to build a solid foundation for retirement and navigate market fluctuations. Visit Money Unleashed to learn more and sign up to get your 401(k) X-Ray. Call 404-341-6767.
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Chapters
1. Segment 3 (13:20) (00:00:00)
20 episodes
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