How to evaluate a retirement investment portfolio
Today I am going to share 3 critical ways to manage risk in your retirement portfolio.
Whether you are fully invested or have cash that has been sitting on the sidelines,
I believe that you have more influence over your investment outcomes than you are being led to believe.
Now, The process and tools I go over today are influenced by my personal beliefs about investing -
But I do believe that they can help you deploy your cash, reduce risk, or shield from volatility - but it will require an understanding of some basic concepts.
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Also, I'd greatly appreciate it if you gave a rating and review. It helps other people just like you find the podcast and benefit from discussions on these topics as well.
Eric Amzalag, CFP®, RICP®
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Want help with your Retirement Plan?
Email me: Eric@thepeakfp.com
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Creators and Guests
Host
Eric Amzalag
Hi - I'm Eric Amzalag CFP®, RICP®, founder of Peak Financial Planning.I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses.
