087: Proper Portfolio Construction with Stephen Tuckwood

The Guided Retirement Show

Two weeks ago on America’s Wealth Management Show, Modern Wealth Management Co-Founder and President Jason Gordo and Managing Directors Dean Barber and Bud Kasper told everyone to stay tuned for more exciting news. We’re thrilled that we can share that news with you today on The Guided Retirement Show. As we build our investment management team at Modern Wealth Management, we’ll be doing so with our newest team member, Director of Investments Stephen Tuckwood, at the helm.

Stephen, AKA “Tuck,” joined Dean on The Guided Retirement Show to share a little bit about his background, proper portfolio construction, investment risk, and how a good CFP® Professional that has access to a Chief Financial Advisor can make a major difference in your portfolio.

In this podcast interview, you’ll learn:

• The Background of Modern Wealth’s Director of Investments, Stephen “Tuck” Tuckwood
• What Goes into Proper Portfolio Construction?
• The Relationship Between a CFP® Professional and Chief Financial Advisor
• The Importance of Taking Your Emotions Out of Investing

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/87

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Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com