• Planning for Larger Accounts and Behavioral Finance

  • Aug 11 2024
  • Length: 25 mins
  • Podcast

Planning for Larger Accounts and Behavioral Finance

  • Summary

  • Keith takes a look at some of the things people with large retirement accounts need to be aware of when planning for retirement, especially when it comes to taxes. He also looks at behavioral finance and why following the herd isn't usually a good idea when it comes to various investments.

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