On this episode of The Retirement Matters Podcast, let's go shopping! Dale discusses the "shopping" process of a retiree. He uses the analogy of going to the grocery store as a way to show how a typical retiree or pre-retiree will go throughout their life, their working years, buying stocks and putting them in their basket. Maybe they are taking certain stocks out of their cart and putting them back on the shelves but at the end of the day, what they have in their cart when they check out is what they need to use to build their meals for the future. Very similar, what is in YOUR portfolio will be needed to generate the income YOU desire in your future. Dales uses this analogy to hopefully paint a picture for the listener explaining to them why it is necessary for them to have a plan before entering the preverbal grocery store and why it is necessary for you to work along side a fiduciary advisor to help you build your list to make sure you are buying the right products. Let us help you build your list, make sure the coupons are clipped out when needed, and help you prepare the meal when you get home. It's what we do.
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
