In the event of mismanagement of their retirement monies, retirees might not be able to accumulate sufficient sums for their retirement again because of their advanced age.
With that in mind, I will share how our investing approach works for our retiree clients as we hold on to the principle of staying invested (in the right instruments) and not timing the markets.
0:45 Key principles to structure your retirement portfolio
2:29 The uniqueness of Dimensional funds and why we use it for our clients
5:47 The greatest risk a retiree face and how RetireWell mitigates this risk
7:00 Evidence showing that our investing approach and philosophy work
Important note: We use financial instruments that are evidenced-based, boast good performance track records and are low-cost to give retirees a reliable income stream.
To learn more, download our RetireWell™ eBook now!
(It consists of 11-part articles written by Chris and were featured on The Business Times every month for almost a year in 2017)
View the full list of podcast episodes published here.
The host, Christopher Tan, is Chief Executive Officer of Providend, Singapore’s first fee-only wealth advisory firm and author of the book “Money Wisdom: Simple Truths for Financial Wellness”.
Learn more about the book here.
Music courtesy of ItsWatR.
For more related resources, check out:
1. Conversation with Clients One Year After the Crash
2. Should You Buy Retirement Income Products?
3. How Providend Helps Affluent Families Have a Good Investment Experience
Let us assist you in taking care of your financial concerns so you can focus on what matters to you. If you would like an honest opinion on your current financial/retirement plan, insurance portfolio, investment approach and/or estate plan, make an appointment with us today.