PODCAST EPISODE 239: Income Investing in Retirement

ByPaul Adams
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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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Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

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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This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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© 2020 Sound Financial Inc. yourbusinessyourwealth.com

PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLC

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Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

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