Feb 23 2024 52 mins
All good financial managers and advisors should act as the CFO of your life and money. As a professional and a fiduciary Craig Stiles talks about why a portfolio review annually is mandatory. Product selection and utilizing the Decidere Model (Craig's proprietary algorithm) is critical to maintaining the financial performance we need to sustain our lifestyles.
For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/
For more information on past guests, Tom's published books, and how to get in touch, please visit our newly updated website at https://www.tommattshow.com
#RFZ #radio #broadcasting #podcast #michiganradio #lansing #michiganradio #mab #refirementzone #financialwellness #financialfitness #intrestrates #mentalhealth
For more information about Craig and his services please visit: https://www.ameripriseadvisors.com/craig.stiles/
For more information on past guests, Tom's published books, and how to get in touch, please visit our newly updated website at https://www.tommattshow.com
#RFZ #radio #broadcasting #podcast #michiganradio #lansing #michiganradio #mab #refirementzone #financialwellness #financialfitness #intrestrates #mentalhealth