Steve Hoyl and Derrik Caldwell have worked tirelessly to craft personalized, high-quality financial services to a diverse group of clients at all inco…
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Episode Takeaways:
Market volatility is inevitable and will occur multiple times during retirement, so it's important to have a proper retirement strategy and diversification.
Being proactive in retirement planning is crucial, and waiting for things to happen and then reacting is not a good strategy.
Having a customized portfolio that matches an individual's risk tolerance and income needs is essential.
In-service rollovers for 401(k) plans can provide more control and flexibility in retirement planning.
Regardless of the election outcome, having a plan in place and working with a trusted advisor is key to navigating potential changes and uncertainties.