Bringing financial planning topics to CNBC

Last night I hosted a special on CNBC to tackle some audience questions about financial planning, tax strategies, estate planning, risk tolerance, asset allocation, etc. I really appreciate the network for giving me the opportunity to bring these topics onto the air.

Here’s a clip, discussing “optimal portfolios” versus real life:

Source:

Financial advisor: Most important factors regarding allocation (CNBC)

What's been said:

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