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What should a financial advisor do if a client comes in with $1 million in cash to invest? That was the question posed to three financial advisors in a recent article, and their answers sparked a lively debate. Ryan reacts to each of their investment strategies and then shares his process for helping clients determine where to invest. It’s interesting to hear what other pros recommend, but the reality is that every million-dollar plan is unique. Age, goals, family, and even your sleep-at-night factor matter more than an allocation pie chart.
Here’s what we discuss in this episode:
🧮 Diversification Basics: Balancing stocks, bonds, and alternatives
⚙️ Risk Tolerance: Matching your comfort level to your strategy
📊 Age Factor: How strategies shift from 40s to 70s
💡 Tax Planning: Placing assets in the right accounts
🤝 Comprehensive Planning: Investments are just one piece of the puzzle
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