In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher discuss the fundamentals of building an investment portfolio. They explore the primary asset classes—cash, fixed income, equities, and alternatives—detailing their characteristics, risks, and benefits. The hosts emphasize the importance of understanding each asset class, diversification, and aligning investments with individual financial goals. They also touch on the topic of asset performance in volatile markets and the importance of consulting with a professional for tailored investment strategies.

http://retirewithmartin.com/ <- Learn about working with us

www.planwellretirehappy.com

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.