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You Don't Have To Fear a Market Crash Show 54

Excel in Retirement

English - June 16, 2021 09:00 - 10 minutes - 7.54 MB
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I’ve interacted with countless people who are always looking over their back, waiting for something bad to happen to their 401k. They fear a stock market downturn, Congress increasing taxes, or future healthcare expenses. What people are searching to know is, “Am I going to be, okay?” 

Unfortunately, some people live with these nagging thoughts, but they don’t have to. There are strategies to mitigate the risk of market downturns, our rising tax rate environment, and even long-term care expenses. We address each of these with our clients. Our goals is not to provide a financial product to you, but to solve problems and to be a voice of reason for you. 

We do ourselves a disservice when we plug into products without developing our goals beforehand. When we figure out our problem we want to solve, then we can find appropriate financial solutions to fit those needs. 

 It’s like a teacher assigning you a math problem to do, then giving you a calculator. You may have what you need to figure out the problem, but you don’t know how to go about solving the problem on the calculator. If we can learn what the goal is we are closer to being on our way to solving the problem. 

 If you are worried about how your investments are allocated and wonder if you’re in good shape it may be worth investigating. I’d be happy to share more of our process of helping folks in a 15-minute call. If you click on the link HERE it will pull up my calendar and you can select a time to speak about this. I want to help you eliminate worry and fear! You can always reach us by calling 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.