🔍 The Key to a Balanced Retirement Portfolio 🔍
In this episode of Triathlon PartnersTV, we focus on one of the biggest mistakes in retirement planning: an unbalanced portfolio. If you rely too much on the stock market, you could face big losses during market downturns, which may delay your retirement. On the other hand, being too conservative could result in returns that don’t keep up with inflation. Therefore, a balanced retirement portfolio should also include annuities, which provide a steady income and protect you from market downturns.
📈 Protect Your Nest Egg & Ensure a Guaranteed Income Stream
Next, we’ll show you how to divide your assets to match your specific goals. By using annuities to cover your HUG (Home, Utility, and Grocery) expenses, you can create a reliable income stream for life. While traditional annuities may not offer growth, more advanced options are available. These can protect you from market losses while still letting you take part in potential market gains.
✨ What You’ll Learn:
- Why having a balanced investment strategy is important
- How annuities can provide steady, predictable income for retirement
- Ways to reduce risk while still aiming for good returns
These new types of annuities not only protect your savings but also offer yearly increases in the amount used to calculate your future income. This helps keep your retirement plan on track, no matter what happens in the market.
Our mission is to engage, educate, and empower you to make smart decisions that align with your retirement goals. We are truly grateful to our S.TU.F.F. community—thank you to our Subscribers, Thumbs Up supporters, Followers, and Friends!
Additional Resources
TriathlonPartnersTV: Annuities, RILA s & Tax-Deferred Growth
TriathlonPartnersTV: Retirement Annuity
Retirement Spending: Fund your H.U.G. with Annuities
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