Rate of Return is not as important as your think 🤔 #shorts #PlanUp

Rate of Return is not as important as your think 🤔 #shorts #PlanUp

Are you focused on Rate of Return when managing your investments? If so, you are missing out on some of the more important elements that determine the success of your portfolio. In this video, I will explain why looking at ROI alone is not enough and provide alternative strategies to optimize your investments. Learn how to safe tank and create a plan that sets you up for long-term success!

#yourfamilybank #MoneyisMath

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All content on this site is for informational purposes only. All information or ideas provided should be discussed in detail with your tax consultant, financial planner, attorney, or the appropriate professional prior to taking any action. Any information obtained during the course may be used for the solicitation of life insurance and/or annuity products by a properly licensed insurance professional. Any discussion of the tax treatment of products and services discussed within the course are based on our current understanding of tax laws and regulations, which are subject to change. Such information is presented for educational purposes only, and should not be relied upon as professional tax advice. You should always consult your personal tax advisor or attorney.