While most financial firms speak on market risk ad nauseam, we like to avert our attention to ๐๐ถ๐บ๐ถ๐ป๐ด ๐ฟ๐ถ๐๐ธ. Thatโs because Theia Financial thinks differently when it comes to retirement planning. When you leave your money in the marketplace, particularly in the first ten years of retirement, you are ๐๐๐๐ฐ๐ฒ๐ฝ๐๐ถ๐ฏ๐น๐ฒ ๐๐ผ ๐น๐ฎ๐ฟ๐ด๐ฒ ๐น๐ผ๐๐๐ฒ๐ ๐ฎ๐ป๐ฑ ๐ฝ๐ผ๐๐ฒ๐ป๐๐ถ๐ฎ๐น๐น๐ ๐ฎ ๐ฏ๐น๐ฒ๐ฎ๐ธ๐ฒ๐ฟ ๐ณ๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ณ๐๐๐๐ฟ๐ฒ.
Why rely on luck and external factors for your quality of life in your golden years when you could mitigate that risk? Structure your retirement plan so that your ๐๐ฎ๐ฟ๐ถ๐ผ๐๐ ๐ถ๐ป๐๐ฒ๐๐๐บ๐ฒ๐ป๐๐ ๐ฆ๐จ๐ฃ๐ฃ๐ข๐ฅ๐ง ๐๐ผ๐๐ฟ ๐ถ๐ป๐ฐ๐ผ๐บ๐ฒ ๐ป๐ฒ๐ฒ๐ฑ, not provide the majority of it! In this episode of ๐๐๐ ๐ผ๐๐๐ค๐ข๐ฅ๐ก๐๐จ๐๐๐ ๐๐ค๐ข๐๐ฃยฎ, Cathy sits down with Kristin Oakley to discuss strategies to mitigate timing risk, different types of investors, and the importance of a ๐ฝ๐ฟ๐ผ๐ฎ๐ฐ๐๐ถ๐๐ฒ, ๐ช๐ฅ๐๐ง๐ง๐๐ก ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐!
Want to learn more? Read our blog post, “Will a Recession Rob Your Retirement?”
๐๐ฎ๐๐ฒ ๐๐ฝ๐ฒ๐ฐ๐ถ๐ณ๐ถ๐ฐ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐ you would like to address with Cathy and the team at Theia Financial directly? Book a complimentary visit here!
Ready to talk about retirement?
DISCLOSURE: Theia Financialยฎ is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.
Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโs situation.

