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The Role of Money as a Tool in Retirement
Manage episode 433952862 series 3561355
Contenuto fornito da Impact Partnership and George Fossing. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Impact Partnership and George Fossing o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
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.
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