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Pension Attention

Sep 6, 2022

 Living in this current volatile financial climate has many Americans nervous and on edge. However, protection is achievable but it is going to take strategy and discipline.

In this episode, Brad shares a few key strategies to better equip you with the protection you are looking for when it comes to your financial portfolio. 

Listen now. 

Show Highlights Include:

  • Our Outlook Has Not Changed. (2:04) 
  • We Have Been Spoiled. (4:05) 
  • Stress Test Your Portfolio.(6:01) 
  • Maximizing Your Savings. (9:06) 
  • Splitting Your Nest Egg. (10:52) 
  • Be Ready For Anything. (13:50) 

To schedule your free retirement tracking meeting, specifically for first responders, head to or call us at 805-410-5454.