On This Episode:
How complex should a financial plan be? On one hand, a single page plan sounds nice and easy to understand. But is that comprehensive enough if it can fit on one page?
2:07 - Headline: The Market Rebounding
5:44 - Main Topic: Are Complicated Portfolios Necessary?
6:19 - What Do You Typically See When It Comes To The Length Of The Financial Plan?
7:11 - Misconception Between Portfolio And The Plan
8:49 - The Rule Of 11
10:22 - Not Every Advisor Is The Right Fit
13:44 - Mailbag: Nancy Asks If She Should Invest In Her Employer’s Stock