In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kyle Thomas, CFP®, discuss how investment strategies should be tailored to each individual’s goals, risk tolerance, and stage of life. They explain why a “one-size-fits-all” approach rarely works, how to balance stocks and bonds appropriately, and why ongoing adjustments are important. Whether you’re just starting out, approaching retirement, or already retired, this conversation emphasizes creating a plan that fits your needs, protects your family, and gives you confidence in your financial future.
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