Listen "EP51: Is Your Retirement Safe?"
Episode Synopsis
On this episode of Roadmap to Retirement, I am joined for a third time by Nick Savas, a financial advisor with me at SixPoint Financial Partners. We discuss the impact of political and economic uncertainties on retirement planning. We address common concerns from clients, including market volatility, the effects of political administrations on investments, and fears regarding changes to Social Security. Nick and I both want to emphasize the importance of understanding historical market trends and maintaining a diversified portfolio. Additionally, we attempt to tackle specific issues such as student loans and provide strategies for managing payments amid ongoing legislative changes. The episode aims to reassure listeners by highlighting that market fluctuations are normal and planning should be based on long-term goals rather than short-term fears.
If you would like to reach out to myself or Nick, you can find us on LinkedIn at:
www.linkedin.com/in/nerifinancial AND https://www.linkedin.com/in/nicholassavasricp/
Thank you for listening, come back next week for a new episode.
If you would like to reach out to myself or Nick, you can find us on LinkedIn at:
www.linkedin.com/in/nerifinancial AND https://www.linkedin.com/in/nicholassavasricp/
Thank you for listening, come back next week for a new episode.
More episodes of the podcast roadmap to RETIREMENT
EP 68 Do You Have Enough Coverage?
02/12/2025
EP 67 Redefining Retirement w Tom Harris
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EP66: Tips, Taxes & Thoughtful Plans
03/10/2025
EP65 Bill Cates on Wealth Wisdom
24/09/2025
EP64 First Time Buyers to Retirees
17/09/2025
EP 63 Are You Retiring with Joy?
28/08/2025
EP 62 AI for Advisors w/ Liam Hanlon
08/08/2025
EP61 The Big Beautiful Roth & QCD
17/07/2025
EP60 Roadmap to Health Insurance
09/07/2025
EP59: Designations & Veterans w Chet
25/06/2025
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