This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
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This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
Ep 28 - Taylor Sohns - 3 (Rational) Reasons to Take Social Security at 62 (Or: How to Stop Deferring an Already Deferred Life)
Your Money Guide on the Side
41 minutes
1 week ago
Ep 28 - Taylor Sohns - 3 (Rational) Reasons to Take Social Security at 62 (Or: How to Stop Deferring an Already Deferred Life)
How secure is your future benefit and what should you actually do about it? Taylor Sohns is a Certified Financial Planner™ and co-founder of Life Goal Wealth Advisors. Before starting his own firm, Taylor spent over a decade inside some of Wall Street’s biggest investment shops — the ones that build the ETFs, mutual funds, and hedge funds you’ve probably been pitched. Now he works on the other side of the table, helping everyday investors align their portfolios with their real-world goals. 📚 ...
Your Money Guide on the Side
This week on Your Money Guide on the Side, we’re tackling one of the questions I used to get more than any other—right after “Should I buy gold?” and “Is my advisor secretly bad at this?” We’re talking about how to vet your own portfolio. Not how to invest—that’s for another episode. This is about taking the pulse of your current investments and asking: Does this still make sense for my life? You’ll walk away with 7 practical steps to audit your own portfolio, whether you DIY, use an advisor,...
