In this video, David Harris explains the concept of portfolio drift using Statera Wealth’s Fiscal House framework. David discusses why it’s important to periodically review your financial plan, especially in light of today’s historically high market valuations, to ensure it still aligns with your current goals, timeline, and risk tolerance.
Get caught up with a 2025 Market Outlook.
Discover the 3 most common mistakes people make when transitioning into retirement and how to avoid them.
Learn about the ‘Six Pillars of Impact’ and how it can be used as your checklist for retirement readiness.
Tony highlights the 3 phases of retirement!
Learn about the biggest question in retirement and how to potentially answer it.
Will $1.2 Million be Enough to Retire? Tony follows this question with hypothetical examples.