Is your investment strategy outda...

Is your investment strategy outdated? Five Questions To Ask

Whitaker-Myers Wealth Managers Question of the Week by John-Mark Young
E1
Jan 29, 2025
10:08

Episode notes

Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question about how to tell if your investment strategy is outdated. He'll walk you through five questions you can ask yourself and your financial advisor about your portfolio to see if you should make changes.

Name and locations may have changed to protect privacy.

Email your questions to: nationalsmartvestor@whitakerwealth.com

This video series is in the heart of @TheRamseyShow and @TheRamseyShowEpisodes We love Dave Ramsey and his team and how they teach individuals and families to live and give like no one else.

https://www.whitakerwealth.com/

Keywords

John-Mark Young
Whitaker-Myers Wealth Managers
Question of the Week
Retirement
Retirement Plan
Retirement Savings
Investment Strategy