Do You Have All Your Eggs In One Basket in Retirement?

Secure Your Retirement

In this Episode of the Secure Your Retirement Podcast, Radon and Murs discuss the meaning of portfolio diversification and why you shouldn’t put all your eggs in one basket. True portfolio diversification means spreading your money across multiple layers of different options.

Listen in to learn about the four major strategies we use to significantly diversify investment portfolios for our clients. You will also learn how we use a diversified fixed annuities portfolio for clients who want to avoid market risk.

In this episode, find out:

• Understand that having multiple financial advisors/custodians doesn't give you diversification on its own.
• The core strategy – how we invest based on what we think will happen in the market based on the available good data.
• The tactical strategy – how we align investments based on what is working right now.
• Structured notes – bond alternative low-risk investments issued by banks that yield and gain interest.
• The fixed income strategy – actively managed and well diversified traditional bonds.
• How we use a diversified fixed annuities portfolio for clients who want to avoid market risk.

Tweetable Quotes:

• “Simply having three distinct advisors or custodians doesn't inherently provide diversification.”- Radon Stancil
• “We strongly advocate that there isn't a single perfect strategy. By integrating various proven strategies, we create a robust approach that will perform effectively in the long run, particularly for individuals nearing or already in retirement.”- Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.