When it comes to our financial portfolio, it's not only about accumulation and distribution. We all want the quick and easy steps for a successful plan but it's not so cut and dry.

In this episode, Brad discusses the 3 things everyone should consider when it comes to designing your portfolio.

Listen now.

Show Highlights Include:

• What growth should look like. (1:32)
• The younger brother of "rate of return" (4:00)
• Grandpa says, make your money on the buy. (6: 21)
• Standing the test of time. (9:47)
• When something goes down, something else goes up (13:25)
• Question of the day. (14:10)

To schedule your complimentary retirement track review, head to https://onecapital.com. You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.

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