Secure Your Retirement

Wine Down - Mortgages - Fear Selling - Getting Hacked


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Do you have questions about retirement planning that you want to be answered over a glass of wine?

In this episode Secure Your Retirement, we have our monthly wine down episode where we answer a few questions surrounding retirement planning as we enjoy some 19 crimes cabernet sauvignon wine. We cover questions on mortgages, the best asset mixes, whether to sell stocks and how to avoid getting hacked.

Listen in to learn why some of these things need an individualized approach with the help of a financial professional. 

In this episode, find out:

  • Have your numbers analyzed before deciding to pay or not to pay off your mortgage. 
  • Why there isn’t the best asset mix, and you should instead have an active retirement plan. 
  • Our review on the 19 Crimes,  cabernet sauvignon wine of the day. 
  • The precautions to put in place to ensure security and avoid getting hacked. 
  • Why you shouldn’t make your money decisions based on your emotions. 
  • Have an investment strategy that you’re comfortable with and don’t rush to sell your stocks.

Tweetable Quotes:

  • “I don’t think there is the best asset mix out there for anyone, you just have to have something that is going to work actively for you.”- Murs Tariq
  • “We all hate to change passwords, but that would at least make it more difficult for somebody to hack and listen to/watch your emails.”- Radon Stancil

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.

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Secure Your RetirementBy Radon Stancil, CFP® & Murs Tariq, CFP®

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