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In episode #2 we answer a question about principal-protected investments and introduce the concept that, when it's all said and done, planners and advisors only have two overarching strategies (ingredients) to choose from when building your retirement income plan. The magic lies in the 3 main methods (recipes) they use to match the plan to your personality.
By Dave Sprague, RICP®In episode #2 we answer a question about principal-protected investments and introduce the concept that, when it's all said and done, planners and advisors only have two overarching strategies (ingredients) to choose from when building your retirement income plan. The magic lies in the 3 main methods (recipes) they use to match the plan to your personality.