Secure Your Retirement

Investing in Uncertain Times During Retirement – Election Edition


Listen Later

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the possible impact of the presidential election on your retirement investments. Political uncertainty causes increased volatility in the short term, and the idea here is to maintain security and peace of mind regarding your retirement plan. 

Listen in to learn why combining the strategic core and tactical portfolio strategies works well in lowering risk. You will also learn how structured banknotes lower the risk for a client to have a fixed income in case of a volatile market in an election year. 

In this episode, find out: 

  • Understand that political uncertainty causes increased volatility in the short term. 
  • How we divide the growth portfolio into the strategic core and tactical themes. 
  • The strategic core theme –aligning the portfolio to what we believe will happen based on the economic conditions. 
  • Tactical – a good and active risk management tool aligned to what’s working right now. 
  • The moderate growth portfolio – how structured banknotes lower the risk for a client to have a fixed income. 

Tweetable Quotes: 

  • “There’s probably going to be a little bit of volatility in 2024, but not anything that’s going to be because of party changes or anything of the sort.”- Radon Stancil 
  • “We have two themes in our growth model, strategic core, which is fundamentally based and tactical, which is what’s working right this moment.”- Murs Tariq 

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

...more
View all episodesView all episodes
Download on the App Store

Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

  • 5
  • 5
  • 5
  • 5
  • 5

5

236 ratings


More shows like Secure Your Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

437 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

756 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

732 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,291 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

498 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

489 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

548 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

545 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

766 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

35 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

126 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

694 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

170 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

123 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

88 Listeners