What are the best types of investments for a retiree?
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What are the best types of investments for a retiree?
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Narrated by:
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About this listen
Are you ready to learn? Listen to this episode.
Key Talking Points of the Episode:
[01:22] Finding a financial planner that you can trust
[10:30] What are the best types of investment for a retiree or someone about to retire?
[20:06] |How Tommy establishes trust with his clients
Standout Quotes from the Episode:
“Trust is an interesting thing with people. You’re trusting flawed beings. It’s hard for people to be consistent over a lifetime.”
“A lot of times the slow, steady and simple wins the race. All the ambitious and aggressive can be disastrous and destructive of peace.”
“Diversification is the best long-term strategy with most of our money.”
Connect with Thomas Cloud:
LinkedIn: https://www.linkedin.com/in/thomas-cl...
Website: https://www.thirdactretirement.com/