The Red Zone Retirement Program

Santa's Naughty or Nice Investment Guide


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In this episode, we'll sift through a sleigh-full of financial products and strategies to find out which ones deserve a spot in your financial stocking this year, and which ones are the proverbial lumps of coal. This will be an educational episode for all investors, whether you've been financially naughty or nice this year...

Listen in as John and Marc explore topics like options and futures, retirement index funds, precious metals, and whole life insurance and offer insights into their potential impact on your financial strategy. For this week's Two Minute Warning segment, John tackles a listener question about withdrawal rates in retirement. Stay tuned for a mix of financial wisdom, humor, and practical insights in this festive episode of the Red Zone Retirement Program!

Here's some of what we discuss in this episode:

  • 0:00 - Intro
  • 2:10 – Options & futures
  • 5:26 – Retirement index funds
  • 7:59 – Precious metals
  • 10:57 – Whole life insurance
  • 14:54 – Risk assessment score
  • 19:37 – Listener question

Get in touch:

Phone: 661-775-3704

Book an appointment with us: https://mearsmoneymanagement.as.me/schedule.php

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM

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The Red Zone Retirement ProgramBy John Mears