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Wednesday, May 12, 2021

Optionality in Financial Planning with Jim Crider

from Kerry Lutz's Financial Survival Network

Jim Crider joins the program… When you’re developing a financial plan you need to determine your underlying why. You need to live in the present and prepare for the future. Technical things are important. Markets will crash and life is of course very unpredictable and uncertain. Your plan has to be updated regularly and realistically. He looks for tax efficiency and low cost. Jim is also looking towards Bitcoin, and advises clients to 3-20% in Bitcoin. Jim is not a Dogecoin believer.

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from Kerry Lutz Podcasts – Financial Survival Network https://ift.tt/3hmznVa