The Financial Call

Guided Path 1-4 Retirement Income Risks with Tyson Long, CFP, CPWA


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Inflation can heavily impact your retirement plan, so how can you make your retirement funds grow alongside inflation?

 

In this episode, Zacc, Laura, and Tyson Long discuss the impact of inflation on people reaching or in retirement. They also highlight how their team takes downturned markets into consideration when formulating personalized financial plans.

 

Tyson discusses:

  • The concept of risk inflation and how you can prepare for it in retirement
  • The ‘retirement danger zone’ when investing your retirement funds
  • How Capita Financial Network integrates the possibility of low markets into the retirement plans they formulate
  • Identifies what a sequence of return risk is and the solutions for it
  • And more

 

Resources:

  • The Financial Call: Making Pension Decisions With Bart Wagstaff, CFP® (Ep.3)

 

Connect With Capita Financial Network:

  • [email protected]
  • [email protected]
  • (801) 566-5058
  • Capita Financial Network
  • LinkedIn: Zaccary Call 
  • LinkedIn: Laura Hadley
  • LinkedIn: Capita Financial Network
  • Facebook: Capita Financial Network

 

Connect With Tyson Long:

 

  • LinkedIn: Tyson Long, CFP®, CPWA®

 

About Our Guest:

Tyson Long is a fellow Wealth Advisor at Capita Financial Network. He is on the show to share his expertise around tackling inflation when you are nearing or entering your retirement.

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