Guidance For When You Might Be Close To Retirement & There Is Some Volatility In The Market
In this episode of After The Paycheck, John and Adam provide some reminders/guidance for when you might experience some turbulent times in your retirement planning. Keep these in mind when speaking with your financial advisor:
- Keep A Long Term View & Disciplined Approach
- Understand How Your Portfolio Is Balanced
- Don't Try To "Time The Market"
- Speak With A Professional!
Make sure you are on the same page as your financial advisor, and ask questions when you do not understand something about your portfolio - knowledge is power!
Have a list of questions around your finances? Thinking about your retirement situation?
Let’s chat.
Whether you’re asking questions about when you can retire, how to manage your investments, or if you have enough to leave the impact you want for your family and community, we’re here to help. Use the calendar below to schedule a 15 minute introductory call directly with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.
