Excel in Retirement  artwork

Is a Financial Storm Coming? What to do. Show 55

Excel in Retirement

English - June 23, 2021 09:00 - 12 minutes - 8.55 MB
Investing Business Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed


Even when the weatherman tells us a bad storm is coming there always seems to be an element of surprise when the storm arrives. It’s almost like we didn’t believe the meteorologist would get it right this time. 

Sometimes we poke fun of people who weren’t prepared and got drenched in a downpour or sometimes we truly emphasize with people when a tornado uproots a hundred-year-old tree in their front yard like we’ve seen recently in Spartanburg.

The last thing you want to happen is for you to get a caught in a financial storm with no safety net. It’s easy in markets like these to exude confidence and grasp to squeeze out the last little bit of interest, but chasing growth with no guardrails on your financial plan leads to getting drenched when the financial storm arrives. We normally doubt it will come like we doubt the weatherman.

When you’re ready to begin building your all-weather financial plan that equips you to be prepared for an array of financial circumstances call our office at 864.641.7955.  

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.