Recent Market Volatility & Four Retirement Pillars - March 22, 2025

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Recent Market Volatility & Four Retirement Pillars - March 22, 2025

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In this episode of "On the Money with Jerry and Nick Royer," the father and son team focus on essential strategies to secure a successful retirement. They tackle key issues such as market volatility, tax planning, and the importance of diversification in investment portfolios. Jerry and Nick explain how the stock market's recent ups and downs impact retirement funds and offer insights into creating a balanced portfolio that minimizes risk. The hosts emphasize the significance of performing a stress test on your investments to understand the potential impacts of a market downturn on your retirement plans. They also highlight the need to protect your savings from paying too much in taxes by properly allocating funds across tax-now, tax-later, and tax-never buckets.

The episode introduces the concept of four pillars for retirement: protection, growth, income, and liquidity. Jerry and Nick outline the importance of having a comprehensive retirement plan that includes reliable income sources such as Social Security and pensions, as well as strategies for minimizing taxes and healthcare costs. The hosts stress that having a written financial plan is crucial and that many people may not realize their current strategies might not be sufficient. By leveraging their expertise, Jerry and Nick aim to help people build solid retirement plans that can withstand market fluctuations and secure their financial future.

For more information about Nick & Jerry Royer and the Group 10 Financial Team, visit https://group10financial.com/

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