In this week's episode of "On the Money with Jerry and Nick Royer," the discussion focused on strategies to safeguard retirement savings against global instability and market volatility. The hosts explained how international conflicts can impact a retiree's portfolio, affecting investments through supply chain disruptions and fluctuating stock prices. They emphasized the need for a solid, diversified financial plan that goes beyond traditional mutual funds to include alternative investments and liquidity. This approach is intended to maintain stability and avoid panic-driven decisions that can compromise a retirement plan's integrity.
The episode also introduced Jerry and Nick's popular "bucket strategy," which divides finances into short-term, medium-term, and long-term investments to balance growth with protection. As part of this planning, it was highlighted that retirees should prepare for unforeseen expenses like healthcare shocks and taxes, which can erode savings if unanticipated.
For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/
For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/
