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Investment Considerations in Retirement
Manage episode 426822164 series 2965563
In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets. He emphasizes the importance of considering longevity and the need for a steady source of income in retirement. The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, and the importance of understanding one's budget and desired returns. The episode concludes by highlighting the significance of working with a fiduciary and seeking professional advice.
Reach Fred at 800-593-8188.
See omnystudio.com/listener for privacy information.
101 tập
Manage episode 426822164 series 2965563
In Episode 152, Fred discusses whether retirees should continue to invest in the stock market and how they should allocate their assets. He emphasizes the importance of considering longevity and the need for a steady source of income in retirement. The conversation also touches on healthcare costs, legacy planning, risk tolerance, risk capacity, and the importance of understanding one's budget and desired returns. The episode concludes by highlighting the significance of working with a fiduciary and seeking professional advice.
Reach Fred at 800-593-8188.
See omnystudio.com/listener for privacy information.
101 tập
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