Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
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Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
Politically High-Tech
Send us a text We unpack how to keep money decisions simple and effective with CFP and fiduciary Nancy Hite, from Roth strategy to diversification and long-term care. Practical tips, clear guardrails, and a mindset shift that treats money like calories guide the entire talk. • KISS method for daily spending and saving • AI for general info, humans for personal plans • Diversification across equities and bonds to reduce risk • Limit employer stock exposure to under 10 percent • Buy cars off t...
