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Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.
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Navigating Market Volatility in Retirement

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Manage episode 434020978 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.

It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be wondering if you should make any changes to your portfolio.

In this episode, I provide a framework and steps you can follow to navigate the emotions and uncertainties market volatility throw at us.

If you'd like an example of the Retirement Income Buckets, shoot me and email and I will send it right over!

———————————————————————————

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 434020978 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke 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.

It's not secret that sudden market declines can cause fear and anxiety in investors' minds. Recently, we've seen some volatility enter the markets and you might be wondering if you should make any changes to your portfolio.

In this episode, I provide a framework and steps you can follow to navigate the emotions and uncertainties market volatility throw at us.

If you'd like an example of the Retirement Income Buckets, shoot me and email and I will send it right over!

———————————————————————————

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

82 episodes

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