PODCAST EPISODE 239: Income Investing in Retirement

WHAT WAS COVERED

- - 00:00 – Episode begins, Paul welcomes listeners.
  - 01:35 – Setting up the discussion regarding distributions.
  - 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer.
  - 10:05 – why one strategy excels over the other.
  - 14:25 – Final thoughts.
  - 18:25 – Episode ends, thank you for listening.

[Tweet “Instead of having one middle of the road protfolio, you can have a more effecient mix of risk and return by having some portfolios with different asset ratios. #YourBusinessYourWealth”]

[Tweet “There is a difference between the club and the swing. just as such, there is a difference in the tool you use and how you use it. Financial vehicles have different strategies #YourBusinessYourWealth”]

[Tweet “So much of the industry simply takes the path of least resistance. #YourBusinessYourWealth”]

LINKS

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Sound Financial Group’s Website for a Financial Inquiry Call – [email protected] (Inquiry in the subject)

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Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Loserthink: How Untrained Brains Are Ruining America

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