LaTour Retirement Talk copertina

LaTour Retirement Talk

LaTour Retirement Talk

Di: Joshua Latour and James Margraf
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A proposito di questo titolo
 Listen on Sundays at 10am on 104.1 KSGF Economia
Episodi
  • How Important Is Diversification?

    How Important Is Diversification?
    Nov 1 2026
    Is your retirement portfolio truly diversified, or are you unknowingly taking on more risk than you realize? We explore the importance of spreading investments across different asset classes, including stocks, bonds, annuities, and cash, and why owning multiple funds doesn't necessarily mean you're diversified. We also discuss how the right mix of investments can help manage market volatility, protect your savings, and provide greater financial confidence as you approach retirement.
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    Meno di 1 minuto
  • Your Year-End To-do List

    Your Year-End To-do List
    Oct 25 2026
    As the year comes to a close, we discuss important financial tasks to tackle before December 31st and how missing certain deadlines could lead to costly mistakes. We cover required minimum distributions, qualified charitable distributions, Roth conversions, and the importance of reviewing your budget, retirement contributions, and beneficiary designations. We also explore why evaluating your investments, reassessing your risk tolerance, and reviewing Medicare options can help ensure your financial plan stays aligned with your goals heading into the new year.
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    Meno di 1 minuto
  • How to Manage a Windfall

    How to Manage a Windfall
    Oct 11 2026
    During this episode, we'll cover nine ways to thoughtfully handle a sudden windfall.
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    Meno di 1 minuto
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