Listen "Preparing for Potential Changes and Uncertainties"
Episode Synopsis
Episode Takeaways: Market volatility is inevitable and will occur multiple times during retirement, so it's important to have a proper retirement strategy and diversification. Being proactive in retirement planning is crucial, and waiting for things to happen and then reacting is not a good strategy. Having a customized portfolio that matches an individual's risk tolerance and income needs is essential. In-service rollovers for 401(k) plans can provide more control and flexibility in retirement planning. Regardless of the election outcome, having a plan in place and working with a trusted advisor is key to navigating potential changes and uncertainties. PROTECT YOUR RETIREMENT SAVINGS: CLICK HERE TO BOOK YOUR MEETING TODAY! See omnystudio.com/listener for privacy information.
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