Planning For Retirement | Why Reviewing Your Investments Matters More Than You Think!

25/07/2025 20 min Episodio 6

Listen "Planning For Retirement | Why Reviewing Your Investments Matters More Than You Think!"

Episode Synopsis

Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," Dan and Kamie discuss how to adjust investment strategies as retirement approaches. Dan shares personal lessons from past market downturns, emphasizing the importance of reviewing and rebalancing portfolios to reduce risk. He highlights the emotional challenges of investing, the value of having a solid financial plan, and recommends saving at least 10% of income, especially enough to get employer retirement plan matches. The episode encourages listeners to focus on long-term planning rather than reacting to market news, and previews future discussions on income strategies for retirees.Disclaimer:Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All indices are unmanaged and may not be invested into directly. Investing involves risk, including loss of principal. Diversification does not guarantee a profit or protect against a loss in declining markets. Each client’s portfolio strategy is tailored based on their individual goals, risk tolerance, and time horizon, and may not be suitable for all investors. Kamie Roesler is not affiliated with, employed by, or compensated by Fortress Financial Group. Her participation in this video series is entirely voluntary, and she has not received any form of payment or other inducement for her involvement. The viewpoints and opinions expressed by Kamie Roesler are solely her own and do not necessarily reflect those of Fortress Financial Group.