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How To Repair Bear Market Damage and Deal With Market Risk

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Manage episode 343336726 series 3345764
内容由Carol Dewey提供。所有播客内容(包括剧集、图形和播客描述)均由 Carol Dewey 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome back to Navigating an Abundant Retirement Radio. This week you will find out why Carol is so fired up, how to repair bear market damage, and deal with market risk.

Mentioned in this Episode

  • Tax arbitrager
  • Fixed Annuity
  • Fixed-Period immediate income annuity
  • Lifetime income annuity

Favorite Quotes

"Money is an extension of people’s energy, their stored value…and it is being devalued in so many ways." - Carol Dewey

Without the right information, strategy, team, or collaboration, most people make the mistake of letting the tax tail wag the dog…. meaning, they do things for tax deductions they wouldn’t otherwise do AND it confiscates and destroys wealth.” - Carol Dewey

Annuities are simply a risk management tool. Annuities are not bad but there are “bad” annuities. When it comes to market risk – manage it, put a floor under it, or eliminate it!.” - Carol Dewey

Engage with Carol Dewey

Get the answers you need about your financial plan in one of our exploratory meetings. To receive the benefits of a valuable fiduciary second opinion, a Net Retirement Income Analysis, a Social Security Maximization Report, a Blueprint of your current portfolio, a Tax Consultation through the 4 stages of retirement or an Estate Planning Review schedule your consultation now. There's no obligation!

https://www.talk2carol.live/schedule-retirement-revitalization-consult

LinkedIn

Perpetual Wealth Financial Website

Visit our website:

www.perpetualwealthfinancial.com

Subscribe and stay in touch

Apple

Spotify

  continue reading

48集单集

Artwork
icon分享
 
Manage episode 343336726 series 3345764
内容由Carol Dewey提供。所有播客内容(包括剧集、图形和播客描述)均由 Carol Dewey 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Welcome back to Navigating an Abundant Retirement Radio. This week you will find out why Carol is so fired up, how to repair bear market damage, and deal with market risk.

Mentioned in this Episode

  • Tax arbitrager
  • Fixed Annuity
  • Fixed-Period immediate income annuity
  • Lifetime income annuity

Favorite Quotes

"Money is an extension of people’s energy, their stored value…and it is being devalued in so many ways." - Carol Dewey

Without the right information, strategy, team, or collaboration, most people make the mistake of letting the tax tail wag the dog…. meaning, they do things for tax deductions they wouldn’t otherwise do AND it confiscates and destroys wealth.” - Carol Dewey

Annuities are simply a risk management tool. Annuities are not bad but there are “bad” annuities. When it comes to market risk – manage it, put a floor under it, or eliminate it!.” - Carol Dewey

Engage with Carol Dewey

Get the answers you need about your financial plan in one of our exploratory meetings. To receive the benefits of a valuable fiduciary second opinion, a Net Retirement Income Analysis, a Social Security Maximization Report, a Blueprint of your current portfolio, a Tax Consultation through the 4 stages of retirement or an Estate Planning Review schedule your consultation now. There's no obligation!

https://www.talk2carol.live/schedule-retirement-revitalization-consult

LinkedIn

Perpetual Wealth Financial Website

Visit our website:

www.perpetualwealthfinancial.com

Subscribe and stay in touch

Apple

Spotify

  continue reading

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