In the KnowThe importance of a living, breathing financial plan that adapts to changing circumstances.
Craig and David discuss the importance of a living, breathing financial plan that adapts to changing circumstances. They emphasize the value of strategy over emotion, regular plan recalibration, and proactive decision-making to ensure a secure 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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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
The transformative potential of private infrastructure investments, emphasizing their role in future-proofing portfolios amidst digital and energy revolutions.
46:53