Step 1 of Retirement Success Plan: Investment and Portfolio Analysis

How do you know if your retirement portfolio is ready to weather the ups and downs of the market over the next 20-40 years? What dollar amount are you willing to risk, and have you set up your portfolio in line with that willingness? This is where the Retirement Success Plan comes in. In this video, Troy Sharpe discusses the first step we take in Oak Harvest’s signature Retirement Success Plan - The Allocation Meeting, where we get to know you, your goals, and current asset allocations to help you plot a plan more in line with your retirement goals.
00:43 An Investment Return Scenario: Which One Would You Choose?
03:10 How Much Risk Are You Willing To Take?
04:09 What We Consider During Your First Visit
05:51 Our Plan for Market Volatility
08:18 Crafting Your Portfolio With Your Desired GPA
11:29 Why The Allocation Visit Is The Most Important First Step
Want to hear more about all the steps in our Retirement Success Plan? Check out this overview where we lay out our entire process here: • Five Important Steps t...
Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone] or fill out this form for a free consultation: click2retire.c...
Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.
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[@navymathboy]

Thanks; good vid providing macro perspectives to smart approach investing.

[@OakHarvestFinancialGroup]

Glad it was helpful, @navymathboy!