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Investing After Retirement: Hit the Gas or Hit the Brakes?

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Manage episode 216772809 series 2410036
Content provided by James DeAngelis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James DeAngelis 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 Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 216772809 series 2410036
Content provided by James DeAngelis. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James DeAngelis 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 Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.

  continue reading

47 episodes

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