Episode #232: Why Goals-Based Financial Planning Could Offset Turbulent Times


 

Planning for retirement is already a complicated task for many, but pairing this stress with unanticipated market volatility will only add more concern for retirees looking to start withdrawing funds for income. During times like this, it is important to take a step back and look at what your clients are in the short-term as well as the long-term.

In this episode of Money Script Monday, Tim explains what goals-based financial planning is and why it is an important strategy to consider to hedge against market volatility.

Resources Provided for This Episode


Want consumer-friendly videos sent to your inbox every week? Sign up to receive to receive LifePro's weekly Money Script Monday video series providing financial clarity, dispelling myths, and showing you how money works in 10 minutes (or less). Subscribe now!

Have any questions? Give us a call at 888-LIFEPRO or email us at info@lifepro.com.

Want to learn more about how we can help with your unique financial situation? Fill in your contact information below, and we'll get started right away!



The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.
Investment advisory services offered through LifePro Asset Management, LLC, a SEC registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.

About Tim Devlin

Tim Devlin is a Junior Investment Associate at LifePro Asset Management. He works with financial professionals to create financial plans that identify their goals and implements strategies to help achieve them.

Disclaimer

This information is meant for educational purposes only.



Related Blog Posts

MSM Opt-in Popup