• What We've Learned from COVID

  • Mar 16 2022
  • Length: 13 mins
  • Podcast

What We've Learned from COVID

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  • Summary

  • In our second episode, James and Jag  reflect on what we've learned, through the pandemic, about retirement planning.

    First, it might pay to be a bit more conservative with your investments.  We saw a wild swing in March 2020.  And while the market did bounce back quickly, we are now seeing some volatility in the wake of high inflation and global uncertainty with Russia invading Ukraine.  The closer you are to retirement, the more conservative you should be.  You have less time to bounce back from a market correction.

    James can look at your investments - whether it's a traditional 60/40 blend or otherwise - and help you make adjustments to increase the likelihood of you having a Safe Retirement.  Nobody wants to run out of money in their golden years!

    We also learned about the importance of estate planning - no matter what your age.  Unfortunately we saw the pandemic take many lives, or render people unable to make medical decisions for themselves.  You should always have a plan. 

    If you'd like to have a no-obligation chat with James Akers and the team at Akers Financial, you can reach out to them at https://akersfinancial.net/

    Or simply give them a call at 833-51-JAMES.  That's 833-515-2637.
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