Carlos Rasmussen explores the parallels between physical health and financial well-being, emphasizing the importance of consistent contributions to investment accounts, diversification, and stress management. They discuss the necessity of regular financial checkups, the role of social engagement in financial literacy, and the critical nature of risk management for retirees. The conversation also delves into various financial products, including annuities, and their significance in safeguarding retirement savings against market volatility. Additionally, Carlos provides insights into investment strategies, including solo 401(k) plans, annuities, and the role of cryptocurrency in a retirement portfolio. Visit Rasmussen Capital Management to learn more.

See omnystudio.com/listener for privacy information.