Listen

Description

In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade corporate bonds. With interest rates at rock-bottom levels, investors are seeing very little yield and having a hard time realizing investment goals with this strategy but the need for regular monthly income in retirement hasn’t changed.  The team discusses how a strongly diversified portfolio can potentially deliver better results with the right balance between market risks and opportunities.  That balance can, for instance, be found in total return strategies that combine price appreciation and income.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...