Episode 136: How to Invest When You're Close to Retirement
The Retirement Matters Show with Dale Smothers · Dale Smothers
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Show Notes
On this episode of the Retirement Matters Podcast, Dale brings to you the information you need on how to invest wisely and what your mindset needs to be the closer you get to your retirement destination! He uses an analogy of football a lot on this show and he brings it back full circle by asking a question at the beginning of the show. This trivia question is answered around the second section of the show where he then brings back the analogy of- the closer you get to the end zone- those plays need to change and evolve in order to accomplish the objective. It's not that one particular play is better than the other, just like its not that one investment is better than the other- it's all about where you are in position of the field and what play needs to be called for that particular mission. When you reach the retirement 'redzone', your play calling aka 'investments' need to change. This is a great analogy to help you realize how important your plan is the closer you get to retirement!
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.