Does it matter if your advisors’ political mindset matches yours❓

We explore the importance of this alignment, especially in the context of ESG investing. Plus, diversification and recession are two widely used terms in the investment industry, and for good reason. Greg & Kristin also introduce a type of diversification that can be instrumental in mitigating the impact of a recession on your retirement savings, depending on your situation. Toward the end of this episode, they also share a moving story about the planning one couple did to achieve their version of the American Dream.

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