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Kerry Lutz's--Financial Survival Network


Dec 20, 2021

Summary:
We’re always wondering how to maximize and get the most out of your retirement benefits. I sit down and chat with Pam Prine about how to do so. Prine has been a financial advisor since 2003 and has observed the changing markets. By assessing your risk capacity and tolerance, you can more effectively management your retirement funds. Tune in for more information.

Highlights:
-How can you maximize/get the most out of your retirement benefits?
-Prine has been a financial advisor since 2003—seeing accumulation and down-markets
-Prine helps clients reduce the taxes they pay in the long term
-Risk tolerance is associated with a feeling, and it’s important to understand your risk capacity
-There are tools you can use to assess your risk
-There is legislative risk with certain assets (i.e. crypto)
-Trying to time the market is extremely difficult; remember that there is no bad time for a good investment

Useful Links:
Financial Survival network
Keystone Capital Management Group