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I open today’s show by discussing the Bay Area’s growing housing crisis, explaining why it is not the same as the mortgage meltdown and pointing out where the problem really lies. I then provide a refresher course on risks of retirement and explain what asset allocation really means. I also talk about non-portfolio related situations to consider in retirement and discuss rebalancing difficulties both in retirement and while working.
Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that lasts. Registration is only $5 so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
Encore Edition
4.3
6767 ratings
I open today’s show by discussing the Bay Area’s growing housing crisis, explaining why it is not the same as the mortgage meltdown and pointing out where the problem really lies. I then provide a refresher course on risks of retirement and explain what asset allocation really means. I also talk about non-portfolio related situations to consider in retirement and discuss rebalancing difficulties both in retirement and while working.
Don't forget about our upcoming seminar at Four Points by Sheraton San Jose Airport on May 19th where Rob Black and I will explain how to build a retirement portfolio that lasts. Registration is only $5 so click HERE to sign up!
Email your money question to [email protected] , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.
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