
Sign up to save your podcasts
Or
Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?
That demographic is one of the specialties of this week’s guest, an award-winning financial planner. He is Mark Cortazzo, Senior Vice President and Financial Advisor with the Wealth Enhancement Group, an independent financial planning firm.
Cortazzo has received numerous awards and accolades during his 30-year investment advisor career. We are delighted that he has been a frequent WEALTHTRACK guest since our 2005 inception.
Over that time, we have discussed preparing for the increasing incidents of “black swan” events like the global financial crisis, pandemics, lockdowns, and wars. We’ve talked about alternative income strategies, transferring equity risk, and how timing can dramatically change retirement outcomes. We will cover those topics and more in this week’s interview.
WEALTHTRACK Episode 1902 was broadcast on July 22, 2022
More Info: https://wealthtrack.com/this-new-era-calls-for-a-complete-financial-reassessment-says-award-winning-advisor-mark-cortazzo/
4.6
256256 ratings
Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?
That demographic is one of the specialties of this week’s guest, an award-winning financial planner. He is Mark Cortazzo, Senior Vice President and Financial Advisor with the Wealth Enhancement Group, an independent financial planning firm.
Cortazzo has received numerous awards and accolades during his 30-year investment advisor career. We are delighted that he has been a frequent WEALTHTRACK guest since our 2005 inception.
Over that time, we have discussed preparing for the increasing incidents of “black swan” events like the global financial crisis, pandemics, lockdowns, and wars. We’ve talked about alternative income strategies, transferring equity risk, and how timing can dramatically change retirement outcomes. We will cover those topics and more in this week’s interview.
WEALTHTRACK Episode 1902 was broadcast on July 22, 2022
More Info: https://wealthtrack.com/this-new-era-calls-for-a-complete-financial-reassessment-says-award-winning-advisor-mark-cortazzo/
495 Listeners
2,164 Listeners
3,371 Listeners
927 Listeners
102 Listeners
664 Listeners
416 Listeners
584 Listeners
302 Listeners
878 Listeners
83 Listeners
66 Listeners
402 Listeners
198 Listeners
105 Listeners