Oftentimes we make decisions about our portfolios based on what we think is the smartest move. Yet when we do that, we can lose sight of the bigger picture.

In this episode, we’ll discuss how the context in which you view your portfolio can steer your financial decisions for years to come.

Questions answered:
What’s the difference between financial strategy and financial tactics?
What are the key pitfalls to avoid?

Time stamps
0:00 Intro
1:15 Losing focus on the bigger strategy
2:40 Example of focusing too much on tactics
6:40 Your tactics would be…
7:45 Why Roth conversions aren’t always the right choice
8:50 Example of winning the battle but losing the war
11:00 Make sure you’re prioritizing strategy
11:20 Summary
11:54 Outro

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Plan Better: Financial Strategies vs Tactics 12:42 Share

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Shownotes Transcript

Plan Better: Financial Strategies vs Tactics