Thursday Feb 20, 2020

Investing: Another Retirement Planning Fundamental

This is part 2 of our discussion from a few weeks ago about the roadmap to retirement success. We previously discussed how income planning forms the foundation of a retirement plan, but we'll turn our attention on this episode to investing. What is the typical investing ideology of today's retiree? Why might we want to approach investing differently as we get closer to retirement? What is Sequence of Returns Risk? We'll address those questions and more on this episode.

Important Info:

Securus Financial Site: https://www.gosecurus.com/

Call John: (858) 935-6210

Comments (0)

To leave or reply to comments, please download free Podbean or

No Comments

Copyright John Iammarino & Thomas O‘Connell 2021

Podcast Powered By Podbean

Version: 20241125