Guarding The Harvest copertina

Guarding The Harvest

Guarding The Harvest

Di: Chris Alberta
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A proposito di questo titolo

 Chris Alberta is an acclaimed financial strategist, lecturer, and President of Principium Tactical Wealth Management. As your host on Guarding The Harvest, Chris illuminates listeners with the insider scoop on what retirees should expect, what they should avoid, and what tools are available to them to make the best financial decisions possible. Tune in to learn perspectives on important topics such as: market myths, utilizing annuities, when to draw social security, avoiding tax implications, buyouts vs. pensions, distributing retirement accounts, facts about IRAs, beneficiary prep, and Medicare information. As a seasoned expert and pioneer in his field, Chris Alberta's voice is one to be heard.2019-2020 Guarding The Harvest Economia Finanza personale Politica e governo Successo personale Sviluppo personale
Episodi
  • The Delicate Dance

    The Delicate Dance
    Nov 2 2020
    Chris explains the tools he uses in his office to analyze the potential pitfalls and compare an individual's risk tolerance with their actual holdings. He looks at the economy and talks about where the long-lasting damage may lie and reassures that there is an underlying opportunity in the market lows. In addition, he warns about preparing for changes in RMD's and Medicare in 2020 with the upcoming election.
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    36 min
  • Financial Landscape During Covid-19

    Financial Landscape During Covid-19
    Nov 2 2020
    Assessing the changes in market behavior during the pandemic. "Bomb shelter planning" what happens when fear, panic, and uncertainty drives the market. What retirees can do to make sure they can insulate their portfolio for the "long term game" - fill your financial plan with shelf-stable products.
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    38 min
  • Discipline Always, Politics Never

    Discipline Always, Politics Never
    Nov 2 2020
    In this episode, Learn how to evaluate and gauge political fears during retirement as Chris and Frank discuss the mathematical merits of using low-risk investment mechanisms to grow wealth at a slow and steady pace.
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    38 min
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