The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving cover image

543: Co-founder of Peak 360 Wealth Management on Understanding Embodied Wealth

The Strategy Skills Podcast: Strategy | Leadership | Critical Thinking | Problem-Solving

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Investing in Growth-Oriented Assets and Diversification Strategies

This chapter explores different asset classes for investment, stressing the value of diversification across stocks, bonds, and fixed income. It also shares a personal story of educating a young investor on opening a Roth IRA and selecting a growth-focused index fund.

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