In this episode, I show you how in just one coaching call with me, I saved Tracy over $1.3M in fees, and helped her increase her annual investment income by 74% – all without adding any new money to her portfolio! You’ll get to see the before and after transformation that simplified her investing, and lowered her risk.
I also cover the following topics in this episode:
– Our approach to investing
– Introducing Tracy
– Tracy’s previous holdings
– Tracy’s new dividend portfolio
