Senior Financial Planner at Pure Financial, David Cook stops by the show to discuss important considerations to make when it comes to your investments. Learn the importance of diversification, controlling risk, and find out how to reduce your portfolio fees.
0:50 “If you are, say in the 25% tax bracket right now and you assume a 3% rate of inflation, you have to earn 4.75 just to be even”
1:27 “The first step is really understanding the nature of the risk you’re willing to take, second is the asset allocation model”
1:42 “The result of a really good asset allocation is diversification”
2:39 “It becomes critical to understand and control the cost of your investments”
4:03 “We are taxed in everything we do, and if you could save just a little bit that’s going to put extra dollars in your pocket”
4:42 “Markets are at an all-time high, we are seeing some volatility, you want to make sure you follow these simple steps to have a successful retirement”
