2021 EP0306 - JOHN KUYKENDALL - 8 MOMENTS TO MOVE YOUR MONEY
8 MOMENTS TO MOVE YOUR MONEY - Rebalancing, Roth conversions, leaving a job, high fees, low performance... these are just a few of the reasons you may want to consider moving money, but you also want to be careful when doing so to avoid unintended consequences. Tune in as John Kuykendall discusses the 8 Moments to Move Your Money, and when NOT to. For the 8 Moments Guide, click here. To schedule a complimentary review and get your Financial Focus Plan, click here.