The Universal Truths of Retirement (Part 2)
Oct 26, 2023
Retirement is a unique journey for each of us. The thought that there's a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree?
This two-part series will juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. Join us as Desmond finishes out the top 10 with five more truths everyone needs to take into account when building a plan.
Here are the five truths we cover in this episode:
- Diversification is Essential for Risk Management.
- Emotions Can Be an Investor's Worst Enemy.
- Tax Implications Matter.
- Retirement Doesn't Mean Complete Disengagement from Work.
- Estate Planning Isn't Just for the Wealthy.
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Psychologists have determined that retirement is one of the most stressful events that some people will experience in life. In this episode, we’ll look at the ways to proactively deal with the stress surrounding the retirement process.
We wanted to bring on someone who is as tapped into what’s happening in the economy as anyone we know. Matt Heimann, CFA, is the Director of Asset Management at CreativeOne Wealth and he has a deep analytical expertise in building asset allocations and populating investment models.
