The Role of Money as a Tool in Retirement
Manage episode 433952862 series 3561355
The conversation discusses the recent activity on Wall Street and the importance of planning for market downturns during retirement. It emphasizes the need to address sequence of returns and the role of money as a tool. The hosts share examples of clients who made different investment decisions during market volatility and highlight the significance of having a plan to avoid outliving one's money. They encourage listeners to assess their retirement readiness and consider making adjustments to their portfolios.
Ready to connect with George and begin building your retirement plan? Visit NorthStar to get started today!
See omnystudio.com/listener for privacy information.
204 episoade