There are a lot of people that take more risks with their savings than they need to in order to guarantee they don’t run out of money in retirement. 

In this episode, Jose Feliciano and Jeff Feliciano share the difference between saving versus investing for retirement, and help listeners understand what volatility means to set the right expectations in your investment plan.

In this episode you will learn:

  • The difference between saving and investing when it comes to your retirement plan
  • How to keep volatility in mind when creating your plan
  • How to decide how much to invest into different vehicles
  • How to understand the different levels of risk in different areas
  • And more!

Tune in as Jose and Jeff Feliciano discuss how to avoid losing all your money when preparing for retirement!

 

Resources: 

Feliciano Financial Group: (903) 533-8585 | Secrets of the Millionaire Mind

 

Tyler Office  |  1828 East Southeast Loop 323, Suite 200, Tyler, TX 75701-8340  |  Mon-Fri: 9:00 AM - 4:00 PM  |  Sat-Sun: By Appointment

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Lion Street Financial, LLC., member FINRA/SIPC. Investment advisory services offered through Lion Street Advisors, LLC. Fixed and traditional insurance offered through Feliciano Financial Group (FFG). Medicaid planning and consulting offered through Geriatric Care Solutions (GCS). FFG and GCS are not affiliated with Lion Street Financial, LLC.

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