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2min chapter
Concerns From Retirement Planners With Steve Chen, Founder of Boldin (formerly NewRetirement)
The Financial Samurai Podcast
Strategic Asset Allocation for Those 45 and Older
This chapter explores how individuals aged 45 and older can leverage a financial platform to strategically manage their asset allocation. It highlights features that enable users to document accounts, estimate returns, and integrate assets like real estate and pensions for a comprehensive financial overview.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode