When it comes to retiring, nothing matters more than building a portfolio that allows you to achieve your goals, and no one knows this better than Brad Kasper.

As the president of LSA Portfolio Analytics, Brad Kasper helps 440 financial advisors manage over $8.5 billion in assets by building better portfolios for his clients, working directly with them instead of tying into client assets. He believes in using math to create solid strategies to meet goals, and as simple as that may sound, it’s less common in the financial services industry than it should be.

Today, Brad joins the podcast to talk about how shifts in the economy and the marketplace affects retirees. You’ll learn how the rules change as you transition from accumulating to distributing your wealth, where fear of the stock market comes from, and the steps you need to take to ensure that your portfolio positions you to live the retirement you’ve always wanted.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/10

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com