Hidden Obstacles in Your Portfolio

05/04/2025 52 min
Hidden Obstacles in Your Portfolio

Listen "Hidden Obstacles in Your Portfolio"

Episode Synopsis

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead. Financial Advisor Chris Mediate goes over some of the hidden obstacles that could derail even a well-funded retirement plan.  Tune in!We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.MWe know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M