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Listen "Mark Fricks - Chapter Seven - WHAT ELSE CAN GO WRONG?"
Episode Synopsis
Join Mark Fricks and Jeff Roediger as we continue on this financial journey. In this session we address these important issues
• Planning right means taking into consideration all the risk factors that affect your retirement savings including longevity, inflation, taxes, health care, personal events and spousal continuation.
• The three aspects of any investment include liquidity, safety, and return. You can choose to maximize any two against the third. Or you can use strategies that combine Yellow, Green and Red Money investment tools designed for today’s retirees and work with a financial professional. With the right tools and strategies, it is possible to achieve aspects of all three, Liquidity, Safety and Return.
• Choosing to maximize liquidity alone can be an expensive option because the sooner you need your money back, the less you can leverage it for safety and return. • To plan for a successful retirement in today’s economy requires a creative use of strategies and today’s financial tools.
• Planning right means taking into consideration all the risk factors that affect your retirement savings including longevity, inflation, taxes, health care, personal events and spousal continuation.
• The three aspects of any investment include liquidity, safety, and return. You can choose to maximize any two against the third. Or you can use strategies that combine Yellow, Green and Red Money investment tools designed for today’s retirees and work with a financial professional. With the right tools and strategies, it is possible to achieve aspects of all three, Liquidity, Safety and Return.
• Choosing to maximize liquidity alone can be an expensive option because the sooner you need your money back, the less you can leverage it for safety and return. • To plan for a successful retirement in today’s economy requires a creative use of strategies and today’s financial tools.
In God we trust