The Wealth Equation

6 Signs of an Optimized Portfolio

Episode Summary

An optimized portfolio is the difference between financial freedom in seven years and never. It’s the difference between $2k a month and $20k a month in passive income—or $200k.

Episode Notes

An optimized portfolio is the difference between financial freedom in seven years and never. It’s the difference between $2k a month and $20k a month in passive income—or $200k.

Tune into this episode to hear…

• What it took for my client to crack $300k in her net worth from $92k
• How to turn a losing portfolio into 18.6%
• Why holding too much cash is killing you
• Good reasons vs. bad reasons to buy an investment

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