Wealth Management & Financial Planning

Wealth Management & Financial Planning

Consider This… Radio Show 2/14/15

Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos.  
  1. True diversification vs illusions of diversification. 
  1. Things to ponder before retirement including what questions to ask of your advisor. 
  1. Retirement check up: how you doing, compared to what, it is about replacing standard of living not about replacing a wage, discuss draw-downs and the difference between income and account balances. 

4. Where to live and work at retirement time – it does matter! States will try to attract you if you pay attention.


Want to learn more about how FEG can help you plan for retirement? Check out our website!

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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