In this episode, Bernard Surovsky and Larry Kriesmer welcome Dr. Fred Saide. Fred shares his background, starting as a teacher before transitioning into consulting and eventually specializing in retirement planning. He emphasizes giving back to the community and discusses his approach to working with clients. The conversation also covers risk assessment, back-tested models, and the use of options in investment strategies. Fred expresses his belief in the value of options and shares his wish for improved financial literacy and retirement funding.

Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRAs, 401k’s, retirement plans, strategic (income) tax planning, and estate planning with retirement assets, longevity, and educating clients. His expertise has been well sought after, as he has been published in USA Today and Gannet Media. Additionally, he has been interviewed by countless financial publications and has ghost written for multiple financial websites. He does a weekly radio program, and a weekly podcast, and a weekly videocast on educational topics of interest to pre and post-retirees. After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University. He earned a second Ph.D. by state examination in Germany. He went on to earn certificates for studies at Purdue University, the American College of Financial Services, and Fairleigh Dickinson University.

What you’ll learn about in this episode:

·      The approach involves crafting tailored financial plans for analytical clients by emphasizing research-driven insights.

·      Distinguishing between risk and volatility, the episode underscores genuine risk assessment as a key factor.

·      Realistic scenario planning effectively manages risk by evaluating portfolio performance in diverse conditions.

·      Addressing the common concern of retirement savings, the approach involves calculators and thorough analysis.

·      Strategic integration of options into asset allocation strategies is showcased to achieve specific investment objectives.

Guest Resources:

https://facebook.com/fredericksaide

https://linkedin.com/fredericksaide

https://moneymattersusa.net

https://foundationisnruanceservices.com

https://redlightonthedashboard.com

https://retrementincomeconenction.com

Measured Risk Portfolios Resources:

https://www.measuredriskportfolios.com

https://www.linkedin.com/company/measured-risk-portfolios/

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