Importance of Having a Balanced Structure to Succeed in Any Market
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Importance of Having a Balanced Structure to Succeed in Any Market
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About this listen
When the market feels unpredictable, your plan shouldn’t be. If you’re worried about the volatility and how you’re invested, now might be the time to step back and reassess your strategies to ensure we are adequately prepared for whatever the market throws our way.
In this episode, Michael shares a structured, three-bucket approach to help investors navigate volatility and prepare for retirement with confidence. Drawing on lessons from the 2008 financial crisis and current market headwinds, we’ll explain how to allocate your assets across growth, guaranteed income, and liquidity to create a foundation that balances opportunity and protection.
Here’s some of what we discuss in this episode:
📉 Lessons from 2008 and today's volatile markets
🧠 Why emotional decisions can wreck your retirement
📊 How real diversification works — and what it’s not
🎯 Why financial success starts with a personalized plan
Learn more: https://caffeinecashflow.com/
Get in touch with Michael-
Web: https://www.westpacwealth.com/team/michael-schulte
Email: michael.schulte@westpacwealth.com
Phone: 702-767-4897