Market volatility and global uncertainty can expose the difference between having a real retirement plan and just having accounts. In this episode, Ed Storer explains why panic moves—like going to cash—can do more harm than good, how missing key market days impacts long-term returns, and why aligning risk tolerance with risk capacity matters. He also covers critical financial decisions after the loss of a spouse, including income changes, taxes, and Social Security, plus the importance of building a reliable retirement income strategy.
Are you ready to take control of your financial future? Each week on The Wealth Training Academy, Ed Storer helps listeners learn how to build, protect, and transfer their wealth. From retirement income and tax strategies to estate planning and investments, Ed breaks it all down so you can move into retirement with confidence.
We integrate Taxes, Investments, Insurance, and Estate Planning in order to shield, protect and grow your business and your wealth.
Catch the The Wealth Training Academy each week on WORD 98.9 FM at 1-2pm Saturdays and 7-8pm Sundays as well as 7-8 a.m on Sundays on WCCP "The Roar". You can also reach out to "
[email protected]" if you have any questions.
Disclosure: Investment advisory services through Dynamic Wealth Advisors. WTA’s Investment Advisory Affiliate, Idle Hill Advisors, LLC (IHAL), is a SC Registered Investment Adviser firm.