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How To Repair Bear Market Damage and Deal With Market Risk

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Manage episode 343336726 series 3345764
Content provided by Carol Dewey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carol Dewey 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.

Welcome back to Navigating an Abundant Retirement Radio. This week you will find out why Carol is so fired up, how to repair bear market damage, and deal with market risk.

Mentioned in this Episode

  • Tax arbitrager
  • Fixed Annuity
  • Fixed-Period immediate income annuity
  • Lifetime income annuity

Favorite Quotes

"Money is an extension of people’s energy, their stored value…and it is being devalued in so many ways." - Carol Dewey

Without the right information, strategy, team, or collaboration, most people make the mistake of letting the tax tail wag the dog…. meaning, they do things for tax deductions they wouldn’t otherwise do AND it confiscates and destroys wealth.” - Carol Dewey

Annuities are simply a risk management tool. Annuities are not bad but there are “bad” annuities. When it comes to market risk – manage it, put a floor under it, or eliminate it!.” - Carol Dewey

Engage with Carol Dewey

Get the answers you need about your financial plan in one of our exploratory meetings. To receive the benefits of a valuable fiduciary second opinion, a Net Retirement Income Analysis, a Social Security Maximization Report, a Blueprint of your current portfolio, a Tax Consultation through the 4 stages of retirement or an Estate Planning Review schedule your consultation now. There's no obligation!

https://www.talk2carol.live/schedule-retirement-revitalization-consult

LinkedIn

Perpetual Wealth Financial Website

Visit our website:

www.perpetualwealthfinancial.com

Subscribe and stay in touch

Apple

Spotify

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 343336726 series 3345764
Content provided by Carol Dewey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Carol Dewey 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.

Welcome back to Navigating an Abundant Retirement Radio. This week you will find out why Carol is so fired up, how to repair bear market damage, and deal with market risk.

Mentioned in this Episode

  • Tax arbitrager
  • Fixed Annuity
  • Fixed-Period immediate income annuity
  • Lifetime income annuity

Favorite Quotes

"Money is an extension of people’s energy, their stored value…and it is being devalued in so many ways." - Carol Dewey

Without the right information, strategy, team, or collaboration, most people make the mistake of letting the tax tail wag the dog…. meaning, they do things for tax deductions they wouldn’t otherwise do AND it confiscates and destroys wealth.” - Carol Dewey

Annuities are simply a risk management tool. Annuities are not bad but there are “bad” annuities. When it comes to market risk – manage it, put a floor under it, or eliminate it!.” - Carol Dewey

Engage with Carol Dewey

Get the answers you need about your financial plan in one of our exploratory meetings. To receive the benefits of a valuable fiduciary second opinion, a Net Retirement Income Analysis, a Social Security Maximization Report, a Blueprint of your current portfolio, a Tax Consultation through the 4 stages of retirement or an Estate Planning Review schedule your consultation now. There's no obligation!

https://www.talk2carol.live/schedule-retirement-revitalization-consult

LinkedIn

Perpetual Wealth Financial Website

Visit our website:

www.perpetualwealthfinancial.com

Subscribe and stay in touch

Apple

Spotify

  continue reading

42 episodes

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