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Reducing Investment Risks: Inflation, Interest Rates, Overspending & 8 Retirement Protection Strategies

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Manage episode 372713950 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® 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.

Risk Tolerance Number:

Click here to Request YOUR Free Risk Tolerance Number – this quick survey will provide you with an objective look at your risk tolerance.

https://bit.ly/GetMyRiskNumber

Click here to Download Your FREE “3 Steps” Workbook: https://trunorthwealth.activehosted.com/f/3

What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

Episode 25:

In this exciting episode, we'll be delving deep into the risks of long-term investing and equipping you with eight powerful strategies to reduce them. Let's start by exploring External Risks - those factors we have limited control over, such as inflation, credit defaults, interest rates, and the unpredictable stock market. On the other hand, Internal Risks are within our grasp, stemming from actions like overspending, neglecting portfolio rebalancing, and succumbing to income inflation.

You won't want to miss our comprehensive coverage of the eight Strategies to Mitigate the Risks highlighted in this episode. From diversification and asset allocation to countering emotional decision-making, we've got your back in managing your investments effectively. We'll also address the risks of procrastination and delayed savings, ensuring you can start saving and set your money to work for you.

Join us on the Ready to Retire Podcast for valuable insights and practical advice on securing your financial future. Whether you're a seasoned investor or just starting your investment journey, these strategies will empower you to make informed decisions and navigate the world of long-term investing with confidence. Tune in now and let's embark on this rewarding journey together!

About Danette:

Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Passion Ignited - My commitment to enhancing people's financial lives was kindled in 8th grade, sparked by a profile of a successful Certified Financial Planner (CFP®) professional. This marked the beginning of my journey to bring financial security to others.

Hobbies - I have a keen interest in photography, with a focus on nature. Our family adventures often lead us to the Sierra Nevada Mountains for various outdoor activities. I also find tranquility in knitting, quilting, and sewing, contributing to the 200+ creations donated to Chemo Caps for Kids.

Content Creator – Enjoying my latest passion, teaching. Writing the episodes is so rewarding!

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

123 W. Nye Lane, Suite 520, Carson City, NV 89706

Connect with Danette @ https://linktr.ee/trunorthwealth

This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

  continue reading

30 episodes

Artwork
iconShare
 
Manage episode 372713950 series 3379690
Content provided by Danette Lowe and Danette Lowe CFP®. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Danette Lowe and Danette Lowe CFP® 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.

Risk Tolerance Number:

Click here to Request YOUR Free Risk Tolerance Number – this quick survey will provide you with an objective look at your risk tolerance.

https://bit.ly/GetMyRiskNumber

Click here to Download Your FREE “3 Steps” Workbook: https://trunorthwealth.activehosted.com/f/3

What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

Episode 25:

In this exciting episode, we'll be delving deep into the risks of long-term investing and equipping you with eight powerful strategies to reduce them. Let's start by exploring External Risks - those factors we have limited control over, such as inflation, credit defaults, interest rates, and the unpredictable stock market. On the other hand, Internal Risks are within our grasp, stemming from actions like overspending, neglecting portfolio rebalancing, and succumbing to income inflation.

You won't want to miss our comprehensive coverage of the eight Strategies to Mitigate the Risks highlighted in this episode. From diversification and asset allocation to countering emotional decision-making, we've got your back in managing your investments effectively. We'll also address the risks of procrastination and delayed savings, ensuring you can start saving and set your money to work for you.

Join us on the Ready to Retire Podcast for valuable insights and practical advice on securing your financial future. Whether you're a seasoned investor or just starting your investment journey, these strategies will empower you to make informed decisions and navigate the world of long-term investing with confidence. Tune in now and let's embark on this rewarding journey together!

About Danette:

Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Passion Ignited - My commitment to enhancing people's financial lives was kindled in 8th grade, sparked by a profile of a successful Certified Financial Planner (CFP®) professional. This marked the beginning of my journey to bring financial security to others.

Hobbies - I have a keen interest in photography, with a focus on nature. Our family adventures often lead us to the Sierra Nevada Mountains for various outdoor activities. I also find tranquility in knitting, quilting, and sewing, contributing to the 200+ creations donated to Chemo Caps for Kids.

Content Creator – Enjoying my latest passion, teaching. Writing the episodes is so rewarding!

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

123 W. Nye Lane, Suite 520, Carson City, NV 89706

Connect with Danette @ https://linktr.ee/trunorthwealth

This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

  continue reading

30 episodes

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