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Episode 23 – Determine Your Risk

Mar 9, 2023

Dana and Brad discuss the importance of knowing your risk tolerance and how implementing a sustainable retirement plan in place can influence your decisions.

  • A good metric is to generate 4.5-4.66% rate of return per year for a successful retirement plan. Warren Buffet once said, “It’s insane to risk what you have for what you don’t need.”
  • Having a retirement plan in place can help you make sure you are making the right decisions with your investments.
  • Download our FREE helpful resource, “Checklist Challenge?”


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