Shownotes
Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Steve cites four simple rules: 1) be invested, in stocks and bonds; 2) be diversified; 3) rebalance at least quarterly – and most people don't rebalance often enough; and 4) review your fees – not the only thing that matters, but some are paying a lot more than needed.
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