Thu, 30 April 2015
How can your financial planner help you feel truly comfortable that your retirement savings and income will be there when the time comes? Have you ever heard of portfolio stress testing for retirees? Nothing is guaranteed, but it’s a really good use of technology to help predict all the possibilities that might happen in every market correction in the future. This is the way to be sure you can ride out a Bear market without dipping into your market investments at the wrong time.
In this episode, Kevin Leon the Regional VP of Trilogy Financial Services goes into details about the portfolio stress test. Dino and Jeff discuss topics like:
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Direct download: MMWD_Kevin_Leon_4-29-15_Final_mixdown.mp3
Category:general -- posted at: 7:46am PDT |