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Preparing for Potential Changes and Uncertainties
Manage episode 434005920 series 3561333
Sisällön tarjoaa Impact Patnership and Steve Hoyl. Impact Patnership and Steve Hoyl tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Episode Takeaways:
- Market volatility is inevitable and will occur multiple times during retirement, so it's important to have a proper retirement strategy and diversification.
- Being proactive in retirement planning is crucial, and waiting for things to happen and then reacting is not a good strategy.
- Having a customized portfolio that matches an individual's risk tolerance and income needs is essential.
- In-service rollovers for 401(k) plans can provide more control and flexibility in retirement planning.
- Regardless of the election outcome, having a plan in place and working with a trusted advisor is key to navigating potential changes and uncertainties.
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