The Math Behind Building a Better Retirement Income Portfolio

Do you have a retirement investing strategy that is maximizing your wealth in retirement? You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

How should you invest in retirement?

The answer will be different for everyone based on your goals and situation. One thing shouldn't change from person to person, however...

The math of retirement investing should drive your decision-making. Unfortunately, we rarely see this when new retirees come into our practice.

Many portfolios right now contain worn-out investments or investments that performed well over the past 40/50 years but will no longer do so in the future.

So how should an investor design a portfolio for retirement income?

How should you invest in your 60s and beyond?

Let the math show you. In this presentation, we explain the math of retirement investing.

We discuss:

✅ How retirement income planning and retirement investing are intertwined

✅ Why building the best retirement portfolio can often be extremely counterintuitive

✅ Why the retirement investment strategies of yesterday will no longer work in today's low-interest rate environment

#RetirementIncomePortfolio #RetirementInvestingStrategies #RetirementIncome

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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📚 The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing - https://www.amazon.com/New-60-Generation-Financial-Investing/dp/B08H6TCMFN

Safeguard Wealth Management is a Registered Investment Advisor in the State of WI. Safeguard Wealth Management is not an insurance provider. All content on Youtube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary