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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Thursday Aug 18, 2022
Thursday Aug 18, 2022
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
Larry discusses:
- How to find out your risk tolerance in a bear market
- How you can review and rebalance your asset allocation during a bear market
- What you should be doing with your cash right now
- Ways to remain calm when your portfolio continues to go down
- And more
Resources:
- Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
Connect With Larry Heller:
- Email Larry
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
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