It’s time to serve up some investment planning conversation by taking you out to the Retirement Restaurant.
Oftentimes it’s easier to understand different concepts when you make analogies to everyday experiences, and that’s what we’ll do on this episode by making a few financial comparisons to a night out. Hopefully this will be an appetizer for the next meeting you have with your financial advisor.
Here’s some of what you’ll learn in this episode:
· Picking two out of three options for your investments. (0:37)
· Liquidity should be factored into investment decisions. (4:15)
· You should structure your investments different as you approach retirement. (6:07)
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205.988.0006
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