Preparing for Potential Changes and Uncertainties

13/08/2024 20 min
Preparing for Potential Changes and Uncertainties

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.