In Season 2, Episode 3 of Money on the Table we visit Tulsa, OK with author and financial planner, Kevin Matthews II. During our conversation, we discussed how to find a balance between investing exclusively in index funds or incorporating individual stocks into your retirement portfolio.

For beginner investors, this is a common question because there are so many conflicting rules of thumb in the general personal finance space. So Kevin offers a simple guideline you can use to guide your decisions.

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