5 Portfolio Mistakes That Cost Families Millions

Описание: Hidden portfolio mistakes cost wealthy retirees every year. Learn how to spot tax inefficiencies, concentration risk, and costly withdrawal errors.

Most successful retirement portfolios don’t fail because of market crashes—they quietly underperform due to small structural mistakes. In this video, I walk you through five common portfolio errors that can erode wealth over time and show you how we address them for improved tax efficiency, smarter withdrawals, and lasting confidence.

Timestamps
00:00 Portfolio issues often creep up slowly
00:40 Mistake 1: Chasing last year’s best funds
01:34 Mistake 2: Holding assets in the wrong accounts
02:36 Mistake 3: Keeping too much cash long-term
03:26 Mistake 4: Excessive concentration risk
04:24 Mistake 5: Neglecting portfolio rebalancing

If you want personalized insight on optimizing your portfolio for tax-smart investing and retirement income planning, feel free to schedule a conversation with me: https://calendly.com/mcclurechris/pri...

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Past performance is no guarantee of future success. The situation referenced may not be representative of all client experiences. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.