White Coat Investor Podcast cover image

WCI #335: Solo 401(k) Questions

White Coat Investor Podcast

00:00

The Importance of Portfolio Construction and Financial Planning

This chapter discusses the importance of portfolio construction and implementing a financial plan. They also address concerns about managing a high net worth portfolio after the passing of one spouse.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app