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6min chapter
Q&A: The Efficient Frontier Was Perfect Until HR Got Involved
Afford Anything
Navigating Investment Risks and Financial Planning
This chapter delves into the importance of assessing investment risk and the implications of significant financial resources, highlighting charitable opportunities. Additionally, it offers practical advice for managing limited investment options in 401k plans and emphasizes the necessity of establishing financial goals for the new year, including the creation of wills or trusts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode