Coasting In Retirement with Josh Null

Episode 9. Everything Everywhere financially falling apart all at once


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Today your host Josh and co-host Michelle discuss a handful of options that are considered low-risk and an option that may be attractive to some investors.

Takeaways

  • Preferred stocks have some bond like features vs common stock
  • Satellite holdings are meant to diversify away from those core holdings, often allowing an investor to have a particular goal in mind, such as income production
  • that the median Wall Street forecast since 2000 had missed its target by an average 12.9 percentage points a year
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Coasting In Retirement with Josh NullBy Josh Null