A Thousand Miles from Wall Street

Episode 33 - Drawing from Portfolios in Retirement


Listen Later

Peter Mallouk and his guest, Managing Director Ryan Swartz, discuss how a needs-based portfolio can push back on the gravitational pull of a bear market. With bonds and alternate investments, investors can mitigate the double-whammy of depressed values and portfolio withdrawals during a down market. Listen as we explore these topics in the latest podcast episode.
...more
View all episodesView all episodes
Download on the App Store

A Thousand Miles from Wall StreetBy Creative Planning

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

29 ratings