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Innhold levert av Tom Poltersdorf Jr.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tom Poltersdorf Jr. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Ep #100: A Proven Investment Strategy for 99% of People

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Manage episode 431581827 series 3557963
Innhold levert av Tom Poltersdorf Jr.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tom Poltersdorf Jr. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether you're planning for retirement, saving for a big purchase, or simply want to optimize your investment strategy, this episode offers actionable insights to help you achieve long-term financial success.

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We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

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WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

110 episoder

Artwork
iconDel
 
Manage episode 431581827 series 3557963
Innhold levert av Tom Poltersdorf Jr.. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Tom Poltersdorf Jr. eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In this episode of Business Exit Success, we dive into a vital topic for anyone looking to secure their financial future: the importance of asset allocation. Learn why asset allocation is the most crucial investment decision you'll ever make, how to determine the right mix for your portfolio, and the strategies that work for 99% of people. Whether you're planning for retirement, saving for a big purchase, or simply want to optimize your investment strategy, this episode offers actionable insights to help you achieve long-term financial success.

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

  continue reading

110 episoder

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