
5Q/IQ Financial Power-Ups
Debt That Works for You vs Debt That Hurts You
<p>A financial plan can look great on paper and still break under pressure. In this episode of 5Q/IQ, Trajan Wealth's Chief Investment Officer David Busch sits down with fiduciary advisors Marti Bryant and Corbett LaDuke to answer five questions that test whether a plan can survive the real world.</p><p></p><p>We cover how much of a portfolio should go into private markets versus public markets (and what "accredited investor" and "qualified purchaser" actually mean), how early retirees can reduce sequence-of-returns risk, when refinancing or restructuring debt makes sense, how to measure financial resilience beyond just...

