In the KnowIn this episode, Craig and David discuss the often overlooked emotional and psychological aspects of retirement planning. They emphasize the importance of confidence, purpose, and strategic cash flow management to ensure a secure and fulfilling retirement.
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In the Know
In the Know Podcast from Craig Bolanos, Founding Partner at VestGen Wealth PartnersSocial links
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The importance of a living, breathing financial plan that adapts to changing circumstances.
46:54
Maximizing tax brackets, tax-efficient portfolio rebalancing, and the benefits of custom direct indexing to enhance after-tax returns.
46:57
The importance of private markets in diversifying investment portfolios, especially in the context of rising interest rates, inflation, and market correlations.
46:52