Optimize Your Financial Future: Avoiding Common Retirement Pitfalls cover art

Optimize Your Financial Future: Avoiding Common Retirement Pitfalls

Optimize Your Financial Future: Avoiding Common Retirement Pitfalls

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May 6, 2026 ~ Hosts Ryan Ermanni and Nick Hopwood discussed concentration risk, where too much of a portfolio is in one stock, and solutions like 721 exchanges or donation strategies. They also talked about 401(k) plans for small businesses and when to claim Social Security. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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