Ep 18: Insulating Your Income Plan from the Market

The Coronavirus and other economic forces have caused the stock market to crater and experience some wild ups and downs the past few weeks. It has a lot of investors worried about how they should proceed with their retirement plans. Do you go to cash? Hold on for the ride? Or view this as a buying opportunity? Brian will talk about some of the conversations he's had with people in the wake of the market volatility.

We'll also look back at some previous market crashes and draw lessons from those issues that we can apply to today's current crisis. And if you like examples and case studies, Brian will go in depth on how he structured a real person's portfolio through the 2008 crash and will outline how the Retirement Shield Process helps clients during these uncertain times.

Retirement Shield Process


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