Remove Asset Allocation Remove B2B Remove Financial Counseling
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Transcript: Ramit Sethi

The Big Picture

It was sort of earlier than Google Docs, and it was a Wiki, now it’s sort of pivoted into B2B. Once you have your asset allocation dialed in, your automatic contributions dialed in, all the basics, then you can move on. Have I managed my asset allocation and my investment fees? Let’s talk about that.