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Скачать или смотреть Watch If You Think DIY Investing is Saving You Money

  • Point Wealth Management
  • 2025-03-21
  • 17
Watch If You Think DIY Investing is Saving You Money
point wealth managementfinancial planningasset managementRoth ConversionsStocksBondsETFsTax Planning401kInvesting TipsRetirement PlanningRetirementfianncial tipsmoney tipsretire with confidencecommon mistakes retirees makework with a fiduciaryfiduciaryFinancial blunders that could hurt your retirementfianncial mistakes to avoid
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Описание к видео Watch If You Think DIY Investing is Saving You Money

I will save money and Do It Myself. For some things, this might be ok. When it comes to retirement, a second opinion is probably worth while.

Watching a YouTube video and DIYing an open heart surgery would be ill advised. Dido when it comes to financial advice. When it comes to money, there is plenty of advice on the web and socials. The problem is, what advice is old, new, false, since anyone and everyone posts about it?

I'm not YOUR financial advisor. The content I share is broad, non-personalized, educational content around basic financial concepts. Speak with a professional who's familiar with your specific situation before making any financial decisions.

www.pointwealthmanagement.com

Industry regulations prohibit endorsements or testimonials for Point Wealth, LLC or any Investment Advisor Representative. Posts must refrain from recommending investment advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement.

All content on this site is for informational purposes only. The opinions expressed herein are solely those of Point Wealth, LLC and our editorial staff. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Investment advisory services are offered through Point Wealth, LLC a Registered Investment Advisor in the State of Wisconsin. Being registered as a registered investment adviser does not imply a certain level of skill or training.

The presence of this site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Point Wealth, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.

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