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23min chapter
91: How to Conduct a Portfolio Performance Review
Rich Habits Podcast
Mastering Your 401k: Investment Insights
This chapter explores the crucial aspects of understanding portfolio performance and the nuances of investment management, particularly within 401k plans. Listeners are guided through the importance of employer matching contributions, vesting schedules, and the risks of concentrated investment strategies, emphasizing active involvement in retirement planning. With practical insights on comparing fund performance and simplifying investment portfolios, the discussion aims to equip individuals with the knowledge to make informed decisions about their financial futures.
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Discover
highlights
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