Retirement Reinvented: From Business Ownership to Life After Work | Premier Financial Hour скачать в хорошем качестве

Retirement Reinvented: From Business Ownership to Life After Work | Premier Financial Hour

Hosts Roger Abel, Jonas Everett, and Casey Mushrush from Premier Investments & Wealth Management answer listener questions on real-life retirement and investing decisions. This week’s discussion covers: 👉 Starting a business later in life and balancing passion with risk. 👉 How politics and global headlines affect investor emotions – and why a sound strategy matters more than the news. 👉 Navigating debt after divorce while staying on track for retirement. 👉 The most overlooked retirement expenses and how to plan for the “Go-Go, Slow-Go, and No-Go” phases. 👉 Deciding whether to buy or rent a second home near family. 👉 Evaluating market highs and whether to “take chips off the table.” 👉 Transitioning from business ownership to retirement income. 👉 Creating fairness in estate planning when adult children have received different levels of financial help. 📍 Learn More or Schedule a Consultation: www.premieriwm.com Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing. Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Dollar cost averaging involves continuous investment in securities regardless of fluctuations in price levels. Investors should consider their ability to continue purchasing through periods of low price levels. Such a plan does not assure a profit and does not protect against loss in declining markets. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against loss. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. #PremierFinancialHour #FinancialPlanning #WealthTransfer #RetirementPlanning #MarketHighs #Investing #InvestingStrategies