This week, Paul & William discuss the potential benefits and risks associated with adjusting your portfolio at retirement and share their perspectives on how to approach this critical decision.Retirement is a significant milestone in anyone's life, and it brings about a host of financial considerations. One crucial decision is determining if and how you should modify your investment strategy to align with your changing circumstances.We explore the significance of retirement goals and lifestyle aspirations, emphasizing the importance of aligning your investment strategy with your specific needs during this phase of life. We also expand on factors such as risk tolerance, time horizon, income needs, and legacy planning.If you have any feedback, questions, or topics you'd like us to cover, send us an email at [email protected] you like to chat with Paul or William? Have a question for them? Set up a call by following these links:Paul: https://calendly.com/westendwealthpla...William: https://calendly.com/westendwealth/in...The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Hosted on Acast. See acast.com/privacy for more information.

Ver todos los episodios