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Delivering True Wealth Management is Valuable!

Show aired on September 9th, 2023

Join us for this week’s episode where Mike discusses the following:

  • How much value is in rebalancing your portfolio?
  • How much negative return is caused by investors being ruled by their emotions?
  • How often should tax planning be done for maximum effectiveness?

Mike reviews a recent study done by Russell Investments. Listen to find out if your advisor is providing you True Wealth Management!

Special feature, Rocky Thomason with Miracle Hill Bridgeworks, and Mike discuss an upcoming fundraiser!


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    Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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