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Are you truly diversified

Are you truly diversified

The Savvy Investor Podcast ยท Mike Canet

April 22, 202514m 49s

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Show Notes

In this episode, financial planners Lawrence Kiley and Samantha Nash discuss the impact of market volatility on retirement planning. They emphasize the importance of having a well-structured investment strategy that includes income buckets to ensure financial stability during turbulent times. The conversation also highlights the differences in concerns between existing clients and prospective clients, as well as the proactive approach taken by Pro Status Financial in managing portfolios to mitigate risks.

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