July 07, 2025

5 Investments Every Retiree Should Know About

22 minutes

In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down five key types of investments you should understand before retiring. They explore the roles of stocks, bonds, real estate, annuities, and cash equivalents in building a resilient retirement portfolio. Jim and Casey explain how each investment works, the risks and rewards involved, and how to align them with your goals. Whether you're a conservative investor or willing to take on more risk, this episode helps you make more informed financial decisions as you approach retirement.

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00:00 Welcome and Introduction

00:35 Why Knowing Your Investments Matters

01:22 #1: Stocks – Growth and Volatility

03:30 #2: Bonds – Income and Stability

05:45 #3: Real Estate – Passive Income and Property Ownership

08:21 #4: Annuities – Predictable Income with Caveats

10:55 #5: Cash and Cash Equivalents – Liquidity and Safety

12:48 Diversification and Building a Balanced Strategy

14:06 Final Thoughts and Recap

15:22 How to Learn More and Get in Touch

Disclaimer:

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.

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