Recession Proof Your Retirement Podcast

Ep 24. 2020 In Review - Financial Planning Tips to Help You Succeed in the New Year


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We have discussed a lot of topics to help investors recession-proof their retirement this past year. So, let's embark on a speed-dating course on what I feel are 4 significant topics we have covered.  We’ll start out with a crucial philosophy to help us stay the course during these volatile times, then we’ll take a look at an outside of the box tax strategy, a risk we all face in retirement and a life insurance approach that even most sophisticated investors have never been introduced to.

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Recession Proof Your Retirement PodcastBy David Rosell

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