Do You Have A Recession-Resistant Portfolio? [Video]

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Join Molly Nelson, Loren Merkle, and Chawn Honkomp as they discuss the essentials of building a recession-resistant portfolio for those nearing retirement. Discover key strategies to protect your investments and maximize your retirement income.

– Understanding the intricacies of a recession-resistant portfolio
– Analyzing your current portfolio for risk exposure
– Identifying and reducing hidden investment fees
– Implementing the bucket strategy for diverse investment needs
– Developing a reliable income plan for retirement

Tune in to gain valuable insights and action steps for a secure financial future.

Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/

Chawn Honkomp, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®, CPA®
https://merkleretirementplanning.com/staff-members/chawn-honkomp/

Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/

Chapter
00:00 Get Informed about your portfolio
03:36 Bucket Strategy for Allocating Funds

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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.