Breaking Down Our Investment Portfolios
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Not all my financial decisions are made with the sole intent of maximizing wealth. With time, error and mistakes also compound. From a financial point of view, it was the dumbest thing we've ever done. But from a quality of life point of view, I don't regret it at all. Welcome to episode 434 of the Rational Reminder Podcast. We're hosted by me, Benjamin Felix, Chief Investment Officer at PWL Capital, and Dan Bortellotti, Portfolio Manager at PWL Capital. Good to be back.
Kry Doc. So in this episode I'm looking forward to this because Dan I have not read your notes and I'm Very Curious to hear parts of your story, but Dan and I are gonna tell You, the audience, how we personally invest, but also
A lot of background and context for how we arrived at that investment approach and how we think about money. And all that kind of stuff. So we'll we'll get into that in a second. Before we get into that, we do have our first ever client story. So these are segments with PWL Capital Clients where we learn about why they've decided to work with an advisor. why they chose PWL specifically and how they think about the value that they get from the relationship, these are not meant to be a sales pitch, we've actually heard from a lot of listeners that they want to hear from our clients.
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