Financial and retirement planning guidance with Brian Doe of Livingworth Wealth Advisors, based in the Greensboro, Georgia. Serving the lake country and beyond.
In this episode, we dive into the numbers and explore wealth percentiles. Where do you rank? Are you on par with everyone else? What does it mean to be financially comfortable? Find out how your net worth compares to different age groups and wealth percentiles across the United States. We’ll also expose the flaws in the standard 60/40 portfolio and look at the pandemic’s impact on our attitudes about what it means to “be wealthy”.
Read MoreIs Mexico the new China? Brian takes a close look at the reasons China might be in serious economic trouble and contrasts it with Mexico's rise as the #1 trading partner with the United States. What will be the impact of China dropping to third place in that metric? We'll also spend a little time circling back to our conversation about ESG and break down some popular investor personalities. How does your personality impact how you prepare for retirement? We'll touch on that and more on this episode of Make the Dough Rise!
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