Is It Okay to Change My Investment Priorities?

Episode 71 June 29, 2023 00:04:04
Is It Okay to Change My Investment Priorities?
John G. Ullman & Associates
Is It Okay to Change My Investment Priorities?

Jun 29 2023 | 00:04:04

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Show Notes

"Well... It Depends!" poses a question around financial decisions that cannot be answered with a simple yes or no! This week, host Andrew Baron, CFP®, EA, dives into the question "Is It Okay to Change My Investment Priorities?" This episode covers a great deal of information. If you would like to discuss your specific situation with one of our CFPs®, please email us at [email protected].

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