Episode 36: How to Increase Your Confidence through Retirement - podcast episode cover

Episode 36: How to Increase Your Confidence through Retirement

May 05, 202310 minSeason 1Ep. 36
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Episode description

  • Only about 25% of Americans have been able to reach this goal.
  • A traditional balanced portfolio no longer works according to JPMorgan and Goldman Sachs studies.
  • Add in some guaranteed products, like annuities. Even the big Wall Street firms like Goldman Sachs, Fidelity, and Morgan Stanley are starting to see the value in them.
  • Make sure you are talking to an adviser who specializes in retirement income planning and has the freedom to pick and choose products that are right fit for you.
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