Financial Planning In Uncertain Times: Where’s Your Retirement Portfolio's “Sweet Spot”

Charleston's Retirement Coach

English - October 17, 2023 08:00 - 11 minutes - 10.7 MB - ★★★★★ - 3 ratings
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Previous Episode: Escape “Rocking Chair Regrets:” Retire Sooner And Enjoy More Of Your Life

Next Episode: Is Your Current Financial Advisor The Right Fit To Plan Your Retirement

In this episode, Charleston’s Retirement Coach, Brandon Bowen, delves into the perplexing world of bond market trends noting the current inverted yield curve and how it often predicts recessions.

But how does this affect your retirement savings?

Brandon offers a fresh perspective to understanding your portfolio by treating it like you would the temperature settings on your oven:

Should you go low and slow with conservative investments? Embrace the middle ground? opt for higher-risk strategies for specific financial goals?

He explains ways to tailor your investment strategy, utilizing exclusive Market Guard portfolios, to help you achieve your unique goals while also working to ensure that your income needs are met.

Looking to build balance into your retirement accounts? Connect with Brandon and his team at BowenWealth.com, and start making your path to a fulfilling retirement.

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