The Retirement Cafe: With Dan Reese and Brent Oliver

Today on The Retirement Café, we are going to discuss realistic expectations for investment returns. Many times, families have a hard time determining how they are doing with their investments, so today we are going to discuss historical information to give you a better idea on how to judge your results

Diversification is one of the most important fundamental investing ideals. This concept seems to be misunderstood and many people’s portfolios aren’t truly diversified. We address what proper diversification might look like and debunk some of the popular misconceptions.

Most financial professionals make it a point to have an annual review done with you to look over your portfolio and see how everything has been doing. These reviews should make you feel secure in your plan moving forward, however, some advisors have this review to see if they can sell you another financial product. Dan and Brent talk today on what their annual reviews look like and some red flags you should be weary of.

For many years, people have put the majority of what they saved for retirement into a 401k account. This can create some complications down the road because it is a pre-tax investment vehicle. Dan and Brent talk to us today on why you may want to consider other types of investments to avoid a huge tax bill in the future.

Most people don’t realize what their risk tolerance is and how much it can affect their portfolio. We discuss three important considerations when trying to determine how much risk someone can truly handle.

We will be covering our three-part advisory process that allows families to design, build and protect a comprehensive long-term plan that reflects what is most important to them, including their values, needs, concerns and hopes. Today we will focus on the final part, which is protecting your plan.

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