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87. Strategies to Grow and Protect Your Portfolio

A Wiser Retirement®
A Wiser Retirement®
Episode • Jan 3, 2022 • 33m

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® discuss how to grow and protect your portfolio. Each principle they talk about is easy for the everyday investor or their advisor to implement.

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This podcast was produced by Wiser Wealth Management. Thanks for listening!