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Creating confidence during inflation

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Manage episode 407411797 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Has your portfolio experienced a downturn? What are you doing to protect it? Shawn O'Keefe and Dan Blair discuss when should you get a second set of eyes on your portfolio if you've been doing it yourself. They also talk the magic number to retire, and people who have had to delay their plans due to inflation.

See omnystudio.com/listener for privacy information.

  continue reading

93 episodes

Artwork
iconShare
 
Manage episode 407411797 series 3561341
Content provided by Impact Partnership and Summit Wealth Strategies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Summit Wealth Strategies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Has your portfolio experienced a downturn? What are you doing to protect it? Shawn O'Keefe and Dan Blair discuss when should you get a second set of eyes on your portfolio if you've been doing it yourself. They also talk the magic number to retire, and people who have had to delay their plans due to inflation.

See omnystudio.com/listener for privacy information.

  continue reading

93 episodes

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