『Mid-Year Retirement Checkup: Are You Still on Track?』のカバーアート

Mid-Year Retirement Checkup: Are You Still on Track?

Mid-Year Retirement Checkup: Are You Still on Track?

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A strong market can make it easy to assume your retirement plan is on track, but it can also cause your portfolio to drift without you realizing it. In this episode of Protect Your Assets, David Hollander, The Sandman, walks through a mid-year retirement checkup and explains why now may be a good time to take a closer look.

David covers three areas to review: rebalancing your portfolio, maintaining enough liquidity for retirement expenses and RMDs, and keeping your investment expectations aligned with your personal goals. Tune in to learn what to look for as you head toward the end of the year.

You can send your questions to questions@pyaradio.com for a chance to be answered on air.

Catch up on past episodes: http://pyaradio.com
Liberty Group website: https://libertygroupllc.com/
Attend an event: www.pyaevents.com

Schedule a complimentary 15-minute consultation: https://calendly.com/libertygroupllc/scheduleacall/

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