The investment strategies you used to get to retirement, may or may NOT be the strategies you should use in retirement. 

Some people use water cooler or coffee station advice during their working years.  This means they just ask their co-workers what options they choose for their 401K and then they just copy that plan.  Your retirement accounts are vital to your future.  Get the education and advice you deserve that will help you to protect what you spent your entire life accumulating.

In this episode, Scott Leonardi talks with Chris Strehle, a 24 year veteran financial advisor and strategic partner at Complete Solutions, to discuss the difference between active and passive investing. 

Chris and Scott discuss:

• The fact that unfortunately, most people do not know what option they are using nor why
  
• What’s important about My Red Money!
  
• Different types of client portfolios
  
• Using both active and passive money management for various streams of income
  
• The importance of determining your risk tolerance—and how to do it
  
• And more
  

Book Time With Scott Leonardi:

Schedule a Call

Connect With Scott Leonardi:

• (937)898-2273
  
• Complete Solutions Inc.
  
• LinkedIn: Scott Leonardi
  
• LinkedIn: Complete Solutions Inc.
  
• Facebook: Complete Solutions Inc.
  
• Twitter: Scott Leonardi