Episode 87: Times Like These - The Importance of a Well Thought Out Plan.

Retire Simply Podcast

English - May 10, 2022 11:00 - 17 minutes - 24.6 MB
Business Education financialplanning investing personal planning retirement wealthmanagement advisor annuities annuity finance Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Episode 86: Recession Planning

Next Episode: Episode 88: Can You Time the Market?

You may have a stock portfolio and a few savings accounts, but do you have a written financial plan? If you don't have a written financial plan for retirement, then you are just wishing. Scott and Angela explain why it's crucial - particularly in times like these - have a plan.

Key takeaways:

• Worst four months since 1939?

• Portfolio positioning versus an adaptable and flexible plan.

• It may be time to get out of the rain and seek shelter.