Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discuss the nuances of proper portfolio construction and the changing dynamics of investment rules during the retirement phase. In this podcast interview, you’ll learn: There's a Change in Mindset with Investing While in the Retirement Redzone Asset Allocation Is More Important Than Stock Selection Pure Asset Allocation vs. Strategic Asset Allocation The Three Tax Buckets Active vs. Passive Management Meet with Us: https://bit.ly/3NWXRnI Ask a Question: https://bit.ly/3TRa80I START PLANNING To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/102 Learn More about Retirement Planning Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

Ver todos los episodios