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Episode 15 – Managing Your Portfolio

Nov 11, 2022

Dana and Brad discuss market volatility and proper diversification of your financial portfolio.

  •  “The effects of a compound loss are more damaging than the benefits of a compound gain”
  • Benefit of Utilizing Sustainable Retirement Software: Will generate the maximum amount of money that you should be able to spend per month net of taxes and not run out of money for as long as you live.
  • Terrifying Statistic as of July 2022: “Many older Americans right now are at risk of emptying their accounts at age 85, although half of those Americans will live beyond that age.”


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Understanding Market Corrections