The Retirement Halftime Show
Season 2 | Episode 13
In this episode of the Retirement Halftime Show, we discuss our approach to helping clients understand losses. Whether that’s losses that are possible through risks in the market or other types, we want our clients to be educated on their unique situation before they move ahead.
Next, you’ll hear Professionals discuss Asset classes and Risk Tolerance. From large-cap, mid-cap, and small-cap, to bonds, high-yield, and more, they break down how risk tolerance is more about allocation than abandonment.
After that, the Retirement Halftime Show crew dig into Indiana’s amazing 529 credit, available to taxpayers who are allowed to put in up to 5 thousand dollars.
Let’s get started.