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What if your financial advisor panicked and sold everything at the bottom of the market? In this episode of The Florida Retirement Podcast, Kacey and Murrell Winter explore MarketGuard—a rules-based investment strategy designed to reduce emotional decision-making and tailor portfolios to individual risk tolerance. Learn how this approach uses algorithms and CFA oversight to navigate volatility, minimize fees, and offer flexibility through emerging tech and blockchain options. It’s a deep dive into modern investing for retirees who want clarity and control.
Ready to build your retirement plan? Click here to connect with Murrell and the team today!
Follow us on social media: Facebook | Instagram
See omnystudio.com/listener for privacy information.
By Murrell WinterWhat if your financial advisor panicked and sold everything at the bottom of the market? In this episode of The Florida Retirement Podcast, Kacey and Murrell Winter explore MarketGuard—a rules-based investment strategy designed to reduce emotional decision-making and tailor portfolios to individual risk tolerance. Learn how this approach uses algorithms and CFA oversight to navigate volatility, minimize fees, and offer flexibility through emerging tech and blockchain options. It’s a deep dive into modern investing for retirees who want clarity and control.
Ready to build your retirement plan? Click here to connect with Murrell and the team today!
Follow us on social media: Facebook | Instagram
See omnystudio.com/listener for privacy information.