Thank you for attending my October 2021 presentation for FPA Northeastern Ohio!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading Materials:
- Financial Planning Software Doesn’t Make Advisors Faster… It Makes Them Better
- How Do Financial Advisors Actually Spend Their Time And The Limitations Of Productivity?
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- How Do You Actually Create A Steady Retirement Paycheck From A Volatile Retirement Portfolio?
- The Evolution Of The Four Pillars For Retirement Income Portfolios
- Tax-Efficient Spending Strategies From Retirement Portfolios
- March/April 2014 - Advanced Asset Location Strategies
- The Importance Of Finding Your Tax Equilibrium Rate For Retirement Liquidations
