Taking Care of Business Podcast

TCB-Portfolio Design Through Life

The Journeys Group

On today's episode, George and Tommy take a look at a few case studies of portfolio design. Depending on your age and stage of life, your portfolio will look different and have different makeups in order to best serve you and your goals. Just like life, your portfolio should be fluid and change as your stage in life changes. Tune in to hear more!

People on this episode