Apr 6, 2021
Playing a game of football is similar to your investment portfolio. And while you should have ‘star player’ investments, you also need linebackers as a safety net for your assets.
Or as the saying goes, “Don’t put all your eggs in one basket.” Even if you’re seeing mouth-watering returns when you look at your portfolio. Even if they look like the best eggs for your basket.
In this episode, I discuss how to properly diversify your portfolio and defend your investments for a stress-free retirement.
Show Highlights Include:
- What the Mexican-American War reveals about the ‘winning investments’ in your portfolio and why they don’t always protect you. (1:22)
- How to immediately avoid the ‘Pete Carroll’ approach to planning your retirement. (3:03)
- The biggest mistake in managing your investments and how to find the companies that compliment your retirement goals. (8:20)
- What a properly diversified portfolio needs for protecting your assets and sustaining a successful retirement. (10:40)
To schedule your free retirement tracking meeting, specifically for first responders, head to http://pensionattention.com/ or call us at 805-409-8150.