On this episode of the Retire Once Show, Johnathan and Melissa discuss 2 popular retirement planning trends that died this year. With inflation at decade highs and the current bear market, retirees are having to rethink their investment strategies. Retirement savers can no longer follow general rules of thumb like the 4% rule or basic investment strategies.
We will then schedule time to put together your personal comprehensive retirement analysis that includes understanding your risk tolerance and an asset allocation that is personalized to you.
If you have questions or comments for the show email us Retire@theoremwm.com or head to www.Retireonceshow.com
- Johnathan Rankin CRPC® CEPA®, Founder & CEO
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management
🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-toolkit-download
👍 [SCHEDULE A CONVERSATION] https://www.theoremwm.com/start-here
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. retirement podcast
