McMillan Wealth Financial Literacy Series
How to Keep You Safe: Risk Tolerance
In this video, Kathy and Thomas discuss your risk tolerance and how it affects your portfolio.
Thanks for joining us on our financial literacy journey. Please reach out to us at McMillanWS@RichardsonWealth.com.
Questions:
What is YOUR risk tolerance, experience level, timeline and tax situation? is a required field.
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Please reach out to us at McMillanWS@RichardsonWealth.com.
The Literacy Series” is a podcast dedicated to exploring the power of reading, writing, and education to transform lives. Each episode features conversations with experts, educators, and storytellers who share practical strategies, inspiring stories, and proven approaches to building strong literacy skills. Whether you’re an educator, parent, student, or lifelong learner, this series will help you discover new tools and insights to support literacy at every stage of life.
Introduction to our Financial Literacy Series
Part One:Basic Financial Planning
Part Two:Tax Planning
Part Three:Investment Management
Part Four:Estate Planning
Part Five:Next Steps