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