How to Position Your PORTFOLIO to THRIVE in Retirement (Part Four)

How to Position Your PORTFOLIO to THRIVE in Retirement (Part Four)

78 View





#retirementplanning #retirement #investment

The first three videos in this series talked about positioning your retirement foundation correctly based on the retirement hierarchy of needs. Now that we have that information, what's next? Your investment portfolio. You need to make sure you efficiently invest your money to ensure your portfolio works for you. Should you have more safe investments than market investments? Do you know how these investments will be taxed? Follow along with this video to get these questions answered.

0:00 - Thrive in Retirement
0:40 - Safe vs Market Investments
2:55 - Do You Have Enough?
6:44 - Volatility
11:59 - Taxed Investments
20:10 - Position Your Portfolio

Watch the first three videos in this series!
Part One: https://www.youtube.com/watch?v=x1w0oMfZgeU&t=0s
Part Two: https://www.youtube.com/watch?v=rZBXVTqVhJo&t=0s
Part Three: https://www.youtube.com/watch?v=p0QFWtl04Es

Visit our Website: https://www.sesweb.net/
Follow Us on Facebook: https://www.facebook.com/SecureEstateSolutions/

Email Us: [email protected]
Questions? Call Us At: (800) 345-3155