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Episode 3: Selecting Good Investments is as Easy as Solving the Puzzle on an IHOP Placemat

Oct 25, 2019

Too many people fall for the sizzle and not the steak when it comes to picking investments. Don’t stockpile products and stocks with no reason behind it. Adam explains why pre-retirees and retirees should think about making investments with the end in mind.

Here are just a handful of the things that we'll discuss:

  • Retirees are putting the cart before the horse when selecting investment vehicles
  • Solving your retirement puzzle in reverse makes selecting your investment allocations more straight-forward
  • Determine the rate of return you need on my money first and then build your portfolio

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