Re-Engineering Your Finances Podcast
Business:Investing
On today's episode, Charles will outline the three most crucial retirement risks facing investors and break down how you can better prepare to overcome these challenges when you're done working. We'll cover longevity risk, sequence of return risk, and the risk of future tax increases and exposure. This topic isn't to be missed, especially if you've yet to develop a fully comprehensive financial plan.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. CP Welde Group and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through CP Welde Group are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.
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