Money Over 50

228 Why balanced funds aren‘t appropriate for retirees


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Michael and Dallas discuss a few reasons as to why being invested in balanced funds are not in the best interests of retirees. These disadvantages range from the investment strategy being more invested in cash than you may be able to afford, to not being to determine where you draw your income from during periods of low prices.  For all listener questions/feedback or to book a meeting with us to discuss your plans, please contact the team at [email protected].

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Money Over 50By Dallas & Michael of Money Over 50 Financial Advisers