Ep 43: Financial Planning To-do’s During Market Declines

Hear Kevin give an update on the current state of the markets and financial planning to-do's that need to be done through the Coronavirus turmoil. Proper execution of your financial and investment plans is required in large amounts to make sure you stay on track.

It's not all bad news out there. Many opportunities are being created that you can capitalize on.

And be sure to listen to why you may want to reconsider your Roth Conversion strategy and Social Security claiming decision in light of current circumstances.

 

Get show notes and additional resources here: https://www.truewealthdesign.com/podcast/ 

 

Timestamps:

5:02 - High Quality Bond Behavior

12:06 - Considerations For Client’s Portfolios

18:13 - What Makes A Good Advisor

26:00 - How True Wealth Is Operating Currently