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“Mastering Retirement Income: Leverage, Market Volatility, and Investment Strategies 8-10-24
The Tom Dupree Show – Financial Hour
Date: 8-10-24
🎙️ Host: Tom Dupree
👥 Guests: Mike Johnson, Chad Sturgill
📊 Main Topics
1. Leverage in Finance
-Comparing financial leverage to physics
-How leverage magnifies gains and losses
-Necessary role of leverage in the financial world
2. Recent Market Volatility
-Analysis of recent market downturn
-Dow drop of 1000 points, NASDAQ down 4%
-Using market events to evaluate risk tolerance
3. 🏖️ Retirement Planning Strategies
-Transitioning from wealth accumulation to distribution
-Importance of income generation in retirement
-Creating a “rental property” approach with securities
4. 💡 Dupree Financial Group’s Investment Philosophy
-Research-based approach to investing
-Leveraging technology and experience for clients
-Personalized advice during market volatility
5. 📚 Investor Education
-Understanding why you own specific investments
-Income-first approach for retirees
-Risks of over-concentration in index funds
💼 Key Takeaways
-Evaluate your gut reaction to market downturns
-Understand what you own and why you own it
-Consider an income-focused strategy for retirement
-Don’t make decisions based on short-term market movements
-Diversification is crucial for risk management
🔗 Connect With Us
Phone: 859-233-0400
Website: dupreefinancial.com
🎧 Next Episode
Stay tuned for more insights on retirement planning and investment strategies!
The Tom Dupree Show: Guiding You Through the Financial Landscape
The post “Mastering Retirement Income: Leverage, Market Volatility, and Investment Strategies 8-10-24 appeared first on Dupree Financial.
View all episodes
By Tom Dupree
4.1
1414 ratings
The Tom Dupree Show – Financial Hour
Date: 8-10-24
🎙️ Host: Tom Dupree
👥 Guests: Mike Johnson, Chad Sturgill
📊 Main Topics
1. Leverage in Finance
-Comparing financial leverage to physics
-How leverage magnifies gains and losses
-Necessary role of leverage in the financial world
2. Recent Market Volatility
-Analysis of recent market downturn
-Dow drop of 1000 points, NASDAQ down 4%
-Using market events to evaluate risk tolerance
3. 🏖️ Retirement Planning Strategies
-Transitioning from wealth accumulation to distribution
-Importance of income generation in retirement
-Creating a “rental property” approach with securities
4. 💡 Dupree Financial Group’s Investment Philosophy
-Research-based approach to investing
-Leveraging technology and experience for clients
-Personalized advice during market volatility
5. 📚 Investor Education
-Understanding why you own specific investments
-Income-first approach for retirees
-Risks of over-concentration in index funds
💼 Key Takeaways
-Evaluate your gut reaction to market downturns
-Understand what you own and why you own it
-Consider an income-focused strategy for retirement
-Don’t make decisions based on short-term market movements
-Diversification is crucial for risk management
🔗 Connect With Us
Phone: 859-233-0400
Website: dupreefinancial.com
🎧 Next Episode
Stay tuned for more insights on retirement planning and investment strategies!
The Tom Dupree Show: Guiding You Through the Financial Landscape
The post “Mastering Retirement Income: Leverage, Market Volatility, and Investment Strategies 8-10-24 appeared first on Dupree Financial.
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