Curious about structured notes and how they fit into your retirement plan? In this episode of The Retirement Journey Podcast, Edgar Torres breaks down the basics of structured notes—what they are, how they work, and why they might be worth considering. Learn how these customizable investments differ from stocks and bonds, what risks to watch for, and how to avoid common mistakes. Edgar shares practical examples and insights to help you decide if structured notes belong in your portfolio. If you’re seeking new ways to preserve wealth and add flexibility to your retirement strategy, this episode is packed with clarity and actionable ideas.

 

Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we’re here to listen and help provide the support you need. Click here to schedule appointment or call 512-710-5516

 

Curious about structured notes and how they fit into your retirement plan? In this episode of The Retirement Journey Podcast, Edgar Torres breaks down the basics of structured notes&mdash;what they are, how they work, and why they might be worth considering. Learn how these customizable investments differ from stocks and bonds, what risks to watch for, and how to avoid common mistakes. Edgar shares practical examples and insights to help you decide if structured notes belong in your portfolio. If you&rsquo;re seeking new ways to preserve wealth and add flexibility to your retirement strategy, this episode is packed with clarity and actionable ideas.
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Whether you have questions, need assistance, or want to explore how we can help you achieve your financial goals, we&rsquo;re here to listen and help provide the support you need. Click <a href="https://bloomfinservices.com/contact/">here</a> to schedule appointment or call 512-710-5516
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Welcome to ‘The Retirement Journey,’ featuring Edgar Torres of Bloom Financial Private Wealth Management!Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. ‘The Retirement Journey’ is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.

Welcome to &lsquo;The Retirement Journey,&rsquo; featuring Edgar Torres of Bloom Financial Private Wealth Management! Join us each week as we dive into the wide world of financial planning. Saving and building for your future involves much more than tracking the bottom line of an account every month. With each episode, Edgar and co-host Kacey Biddy discuss current topics including daily finances, retirement planning, investment strategy, and building a lasting legacy. &lsquo;The Retirement Journey&rsquo; is available wherever you find your favorite podcasts and is ready to keep you confident and informed about wherever your financial future is taking you.

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