Retire Smart Austin | Episode 212
When you get into the retirement phase of life, it’s no longer about accumulating money so much. It’s more about preserving it.
Retire Smart Austin | Episode 200
So, yes, it does start with COVID. 2020 Yes. Well, first of all, what we noticed with covid in 2020 is that from February 20, 2020 through March 23 the average portfolio dropped 28 to 35% in one month. Wow. So, for us, what we saw- now, we were out. After 10 days we were out.
Retire Smart Austin | Episode 199
The subject of today’s show is market volatility. What can you do? Are you ready? Is your portfolio being actively managed or passively managed? There’s a difference. It’s going to help you weather the storm if you’re in the right hands.
Retire Smart Austin | Episode 175
What Exactly Is a Fixed, Indexed Annuity, And Does It Fit into My Retirement Plan? And Better Still, Can I Create My Own Personal Pension?
Retire Smart Austin | Episode 174
Well, With an Election Year Comes a Lot of Fear, Not Only About Policy Changes, Administration Changes, But What Happens to Your Investments, What Happens to Your Portfolio, What Happens to the Stock Market?
Retire Smart Austin | Episode 173
And to our viewers at home, we’re talking all about the A-word today, annuities. We have to talk about it. We know there’s a lot of questions about annuities.
Retire Smart Austin | Episode 168
When it comes to inflation, it comes to taxes, it comes to sequence of returns, and it comes from cutting benefits, the retirement income plan must have built in it provisions to accommodate for those changes, buffers, if you will.
Retire Smart Austin | Episode 166
One of the biggest things that we find in our portfolio observations of clients is lack of diversification. Okay, many folks don’t even understand the difference.
Retire Smart Austin | Episode 165
Well, I’m Going To Talk To Phil Today About An Article I Found About Eight Killer Mistakes When It Comes To Investing. Let’s See If You’re Making Any Of Those, And If You Can Correct Those Today.
Retire Smart Austin | Episode 162
Learn about risk tolerance and its critical role in retirement planning. Phil explains how he manages clients’ portfolios by assessing their risk tolerance through detailed questions and Morningstar reports, emphasizing the importance of balancing investment risk with guaranteed income to ensure financial stability in retirement.