Episode 127
The Purpose of a Reservoir in a Retirement Plan
January 24, 20257m 26s
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Show Notes
“Hey Mike, if I fund my Reservoir, can I afford to take more risk with the other parts of my portfolio?” Discover why having some assets protected, aka the Reservoir, can enable you to take more risk elsewhere in your portfolio (if you want).
Text your questions to 913-363-1234.
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Topics
retirementretirement incomereservoirpersonal financeretireesincome planCDssavingsTreasuriesannuities