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Building a Perfect Plan

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Content provided by NO BS Retirement Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NO BS Retirement Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Mercurio Wealth Advisor, Alan Mercurio discuses how to lean away from your friend's hot tip and focus on The Retirement Pyramid. Your retirement lifestyle is not based on your rate of return on your investments but on the rate of income on your investments. The base will consist of protected income - life insurance, homeowner insurance, long-term care policies. The next middle level will include - guaranteed income like Social Security, company pension, portfolio dividends. The top level of the pyramid will gather your investments and continued growth of your portfolios in the stock markets.
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8 episodes

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Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 01, 2023 22:14 (1y ago)

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Manage episode 217433490 series 2150449
Content provided by NO BS Retirement Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NO BS Retirement Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Mercurio Wealth Advisor, Alan Mercurio discuses how to lean away from your friend's hot tip and focus on The Retirement Pyramid. Your retirement lifestyle is not based on your rate of return on your investments but on the rate of income on your investments. The base will consist of protected income - life insurance, homeowner insurance, long-term care policies. The next middle level will include - guaranteed income like Social Security, company pension, portfolio dividends. The top level of the pyramid will gather your investments and continued growth of your portfolios in the stock markets.
  continue reading

8 episodes

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