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Items Retirees Need to Know (4/13/2024 on KFBK)

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Manage episode 412860836 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

Brian Wiley broadcasts from the suburbs of Chicago with fellow advisor, Ben Barzideh with Piershale Financial Group to dive deep into the world of investment methodologies, market volatility, retirement planning, and active money management. In this episode, they explore various investment approaches—from buy-and-hold to tactical strategies—highlighting the benefits, drawbacks, and considerations for retirees and pre-retirees. Discover the challenges retirees face amidst market fluctuations, the emotional impact of significant losses, and the importance of tailored retirement plans.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

https://www.piershalefinancial.com

Hosts:

Brian Wiley, Financial Advisor

Ben Barzideh, ChFC® , RFC®

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 412860836 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros 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.

Brian Wiley broadcasts from the suburbs of Chicago with fellow advisor, Ben Barzideh with Piershale Financial Group to dive deep into the world of investment methodologies, market volatility, retirement planning, and active money management. In this episode, they explore various investment approaches—from buy-and-hold to tactical strategies—highlighting the benefits, drawbacks, and considerations for retirees and pre-retirees. Discover the challenges retirees face amidst market fluctuations, the emotional impact of significant losses, and the importance of tailored retirement plans.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

https://www.piershalefinancial.com

Hosts:

Brian Wiley, Financial Advisor

Ben Barzideh, ChFC® , RFC®

—————————————————————

SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

All episodes

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