Special Podcast Part 2: Maxed out 401 - what next?

Ok so you have been good - you maxed out your 401, invested in a Target date fund, maybe even contributed to a back door Roth 👏

Now what?

Do you invest in your friends company?

Or go in on that hedge fund your colleague has been talking about?

Or invest in your cousins promising Device as an Angel investor?

Join me as we go over the framework of your Investment Policy Statement as we define what your portfolio should look like for optimal :

- Diversification
- Highest risk adjusted returns
- Tax efficiency

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://www.generationalwealthmd.com/syndication

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⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/CreatingGenerationalFreedom

🌎 Reach out to Param Website https://www.generationalwealthmd.com/

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