Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
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Do You Have a Cookie Cutter Portfolio?
Manage episode 374412441 series 1090609
Content provided by Redefining Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redefining Wealth 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.
In this episode, Laura Stover, RFC® and Michael Wallin, CFP®, discuss the concept of a cookie-cutter retirement portfolio and its implications for retirees. They start by addressing the recent news of the US being downgraded due to its high debt levels. They explain how the ability to pay off debt and the impact of rising interest rates can affect the economy and investors. The hosts then delve into the topic of cookie-cutter portfolios, which refers to a one-size-fits-all approach to investing. They highlight the limitations of such portfolios, especially for retirees who have different risk profiles and income needs. They emphasize the importance of customization and diversification in investment strategies, as well as the need for adaptability in changing market conditions.
Laura and Michael also discuss the benefits of working with a financial advisor who can provide personalized advice and access to a wide range of investment options. They stress the importance of having a well-rounded retirement plan that includes considerations for healthcare, estate planning, and rising taxes. Overall, the hosts provide valuable insights into the pitfalls of cookie-cutter portfolios and the importance of a tailored approach to retirement investing.
Key Takeaways:- Cookie-cutter portfolios are not suitable for retirees as they do not account for individual risk profiles and income needs.
- Customization and diversification are crucial in investment strategies to adapt to changing market conditions.
- Working with a financial advisor can provide personalized advice and access to a wide range of investment options.
- A well-rounded retirement plan should consider healthcare, estate planning, and rising taxes.
Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/
Rate, Review and Subscribe to the Podcast:
https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188
How to Connect:
Schedule a Review: https://redefiningwealth.info/schedule/
102 episodes
Share
Manage episode 374412441 series 1090609
Content provided by Redefining Wealth. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redefining Wealth 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.
In this episode, Laura Stover, RFC® and Michael Wallin, CFP®, discuss the concept of a cookie-cutter retirement portfolio and its implications for retirees. They start by addressing the recent news of the US being downgraded due to its high debt levels. They explain how the ability to pay off debt and the impact of rising interest rates can affect the economy and investors. The hosts then delve into the topic of cookie-cutter portfolios, which refers to a one-size-fits-all approach to investing. They highlight the limitations of such portfolios, especially for retirees who have different risk profiles and income needs. They emphasize the importance of customization and diversification in investment strategies, as well as the need for adaptability in changing market conditions.
Laura and Michael also discuss the benefits of working with a financial advisor who can provide personalized advice and access to a wide range of investment options. They stress the importance of having a well-rounded retirement plan that includes considerations for healthcare, estate planning, and rising taxes. Overall, the hosts provide valuable insights into the pitfalls of cookie-cutter portfolios and the importance of a tailored approach to retirement investing.
Key Takeaways:- Cookie-cutter portfolios are not suitable for retirees as they do not account for individual risk profiles and income needs.
- Customization and diversification are crucial in investment strategies to adapt to changing market conditions.
- Working with a financial advisor can provide personalized advice and access to a wide range of investment options.
- A well-rounded retirement plan should consider healthcare, estate planning, and rising taxes.
Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/
Rate, Review and Subscribe to the Podcast:
https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188
How to Connect:
Schedule a Review: https://redefiningwealth.info/schedule/
102 episodes
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Similar to Retirement Talk Podcast with Laura Stover
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
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…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
Join the Mad Fientist as he interviews personal-finance icons like Mr. Money Mustache, Ramit Sethi, and JL Collins to discover the strategies they used to achieve financial independence and retire early! Learn about investing, tax avoidance, entrepreneurship, travel hacking, real estate, and all things related to financial independence and early retirement!
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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