Secure Your Retirement

Investing in Uncertain Times During Retirement – Election Edition


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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.

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

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