Retirement Risks Beyond the Market

About this episode

The episode discusses the need for retirees and pre-retirees to reconsider their investment strategies in light of current economic conditions.

A closer look at why retirees and pre-retirees may need to rethink company stock exposure, cash holdings, and long-term investment strategy in today’s economy. Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule a 15-minute Consult: http://PathfinderChat.com Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG Find Out Your Tax Bill: https://whatismytaxbill.com/

People in this episode

Hosts: Barbara Lane, Phil Guske

Topics covered

• retirement planning
• investment strategy
• company stock exposure
• cash holdings
• economic factors

Keywords

• retirement risks
• investment strategy
• company stock
• cash holdings
• economic changes

Mentioned in this episode

Organizations: Pathfinder Wealth Management, PathfinderChat, whatismytaxbill.com

Products: Roadmap For A Stress-Free Retirement

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