Wealth Management & Financial Planning

Wealth Management & Financial Planning

How do gains and dividends affect your retirement? 1405

Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:

Investment Playbook Show
Living off dividends in retirement is a dream shared by many investors, but in today’s environment marked by rising life expectancies, extremely low bond yields, and elevated stock market valuations relative to history, retirees face challenges on all fronts to build a stable income stream that will last a lifetime. Find out what you need to know about gains and dividends in retirement on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001.

Talking Points:
1. Gains-What they are-back to basics
2. Dividends-what they are-back to basics
3. Diversification
4. The difference in market from 20 years ago to now
5. Fixed Products

Resources –
“Gains Deferral”, episode of Elements In Focus Investment Playbook – Gains Deferral – https://yourlifeafterwork.com/elements-in-focus/investment-playbook-gains-deferral

“How risk and diversification effect retirement”, an article from Joe Clark, CFP How Risk and Diversification Effect Retirement – https://yourlifeafterwork.com/how-risk-and-diversification-effect-retirement

Schedule your complimentary Next Steps meeting today!

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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