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Joe and Regan look at managing anxiety around market volatility, particularly for individuals nearing or already in retirement.
They address retirees' concerns who want immediate income from their investments but experience anxiety from the unpredictability of market fluctuations.
Joe urges listeners to break down their portfolios into distinct buckets aligned with different phases of retirement. Regan reinforces the significance of revisiting risk tolerance and maintaining a diversified portfolio. Stick to a good retirement plan, backed by strategies designed to weather market storms.
Read the full show notes and find more informtion here: EP 8 Show Notes
By Joseph Curry, CFP Professional3.9
77 ratings
Joe and Regan look at managing anxiety around market volatility, particularly for individuals nearing or already in retirement.
They address retirees' concerns who want immediate income from their investments but experience anxiety from the unpredictability of market fluctuations.
Joe urges listeners to break down their portfolios into distinct buckets aligned with different phases of retirement. Regan reinforces the significance of revisiting risk tolerance and maintaining a diversified portfolio. Stick to a good retirement plan, backed by strategies designed to weather market storms.
Read the full show notes and find more informtion here: EP 8 Show Notes

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