In this season 1 debut episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $789k combined retirement and taxable brokerage account. Morris and Jan are a married couple in their early 60s from Oklahoma.
Their portfolio generates LOTS of passive cash income, but is it correctly positioned when it comes to risk, diversification and taxes? What are the strengths and weakness of their investment portfolio’s strategy? What can be improved?
Ron reveals all of the intimate details and the steps he would take to improve Morris and Jan’s portfolio.
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