• What are the best types of investments for a retiree?

  • 2021/09/30
  • 再生時間： 24 分
  • ポッドキャスト

What are the best types of investments for a retiree?

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  • Are you ready to learn? Listen to this episode.

    Key Talking Points of the Episode:

    [01:22] Finding a financial planner that you can trust

    [10:30] What are the best types of investment for a retiree or someone about to retire?

    [20:06] |How Tommy establishes trust with his clients

    Standout Quotes from the Episode:

    “Trust is an interesting thing with people. You’re trusting flawed beings. It’s hard for people to be consistent over a lifetime.”

    “A lot of times the slow, steady and simple wins the race. All the ambitious and aggressive can be disastrous and destructive of peace.”

    “Diversification is the best long-term strategy with most of our money.”

    Connect with Thomas Cloud:

    LinkedIn: https://www.linkedin.com/in/thomas-cl...

    Website: https://www.thirdactretirement.com/
    続きを読む 一部表示

あらすじ・解説

Are you ready to learn? Listen to this episode.

Key Talking Points of the Episode:

[01:22] Finding a financial planner that you can trust

[10:30] What are the best types of investment for a retiree or someone about to retire?

[20:06] |How Tommy establishes trust with his clients

Standout Quotes from the Episode:

“Trust is an interesting thing with people. You’re trusting flawed beings. It’s hard for people to be consistent over a lifetime.”

“A lot of times the slow, steady and simple wins the race. All the ambitious and aggressive can be disastrous and destructive of peace.”

“Diversification is the best long-term strategy with most of our money.”

Connect with Thomas Cloud:

LinkedIn: https://www.linkedin.com/in/thomas-cl...

Website: https://www.thirdactretirement.com/
続きを読む 一部表示

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