In this season 1 debut episode of Portfolio Makeover, Ron DeLegge @etfguide examines a $187k rollover IRA for Terry in Winter Park, FL.
Terry wants to avoid making BIG investing mistakes that could derail her retirement plan. She’s a busy pharmacist and although she’s a good saver, she needs guidance.
What are the strengths and weakness of her retirement investments? And what can be improved? Find out on Portfolio Makeover!
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*DO YOU WANT A PORTFOLIO MAKEOVER?*
Get in touch with Ron at https://www.PortfolioReportCard.com
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*YOUR RESOURCES FROM RON*
Margin of Safety tool: Join our waiting list http://tinyurl.com/muhwcy7s
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*THE CHANGING WORLD OF RETIREMENT PLANNING IN 2023*
Join Ron and a special guest with a rundown of everything you need to know about retirement planning today. Registration is FREE but seating is LIMITED. https://tinyurl.com/m8vphzk2
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