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Learning the Principles of Elder Investing [Episode 103]
Attorney-CPA Joe Cordell and co-host Susan Arthur go through
the intricacies of investing in your senior years. They go over general
principles of investing that will affect how you invest and how investing will
benefit you.
Joe talks about the necessity of giving responsibility to
others, as well as the benefits of reading informational literature about
investing, so that you can stay informed on the methodology of investing. He
highlights how important it is for those who wish to do their own investing, to
be diligent regarding it and anything that may affect its well-being.
Joe details the impact that death and aging have on your
investment portfolio, how you go about the investment process, and what your
investment goals may be. He talks about how your retirement date can factor
into investing and how safety needs to be emphasized when it comes to investment
methodology. Joe highlights how liquidity and flexibility are important
components to a safe and reliable investment strategy.
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By Life's Third Act
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Attorney-CPA Joe Cordell and co-host Susan Arthur go through
the intricacies of investing in your senior years. They go over general
principles of investing that will affect how you invest and how investing will
benefit you.
Joe talks about the necessity of giving responsibility to
others, as well as the benefits of reading informational literature about
investing, so that you can stay informed on the methodology of investing. He
highlights how important it is for those who wish to do their own investing, to
be diligent regarding it and anything that may affect its well-being.
Joe details the impact that death and aging have on your
investment portfolio, how you go about the investment process, and what your
investment goals may be. He talks about how your retirement date can factor
into investing and how safety needs to be emphasized when it comes to investment
methodology. Joe highlights how liquidity and flexibility are important
components to a safe and reliable investment strategy.