2020 EP327 NAVIGATING RETIREMENT - IMPORTANCE OF PLANNING AS COVID - 19 VOLATILITY CONTINUES

Navigating Retirement

English - March 27, 2020 18:31 - 25 minutes - 35 MB - ★★★★★ - 1 rating
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How do we maintain sanity looking at the effects of the COVID-19 pandemic, especially its effects on the economy and our retirement savings & investments? Rick Durkee says the answer is having a plan in place that is opportunistic in times of growth and defensive in volatile markets. Tune in as he discusses how he, and the team from the Coastal Financial Planning Group in Charleston, structure these kinds of plans for their clients.