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Balancing Your Portfolio During Market Volatility

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Manage episode 433996506 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Frank and Frankie discuss the recent market pullbacks and how to protect oneself during these times. They emphasize the importance of understanding historical market trends and using a strategy that balances risk and safety.

They also share a case study of a couple who were able to retire earlier and increase their income by adjusting their portfolio. The key takeaway is to have a personalized retirement plan that considers risk tolerance, income needs, and tax savings.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

205 episodes

Artwork
iconShare
 
Manage episode 433996506 series 3561331
Content provided by Impact Partnership and Frankie Guida. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Frankie Guida or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Frank and Frankie discuss the recent market pullbacks and how to protect oneself during these times. They emphasize the importance of understanding historical market trends and using a strategy that balances risk and safety.

They also share a case study of a couple who were able to retire earlier and increase their income by adjusting their portfolio. The key takeaway is to have a personalized retirement plan that considers risk tolerance, income needs, and tax savings.

Connect with the team at A Better Way Financial to get a second opinion on your retirement plan today!

Read our book! Amazon Best Seller, The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”

See omnystudio.com/listener for privacy information.

  continue reading

205 episodes

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