Your Pathways To Wealth

Imagine retiring right before the Covid-19 pandemic. The markets plummeted by double digits! So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly,

Show Notes

Imagine retiring right before the Covid-19 pandemic.. The markets plummeted by double digits!

So how can you ensure your retirement plan is not significantly disrupted by such market volatility? More importantly, how can you ensure you don’t run out of money?

Charlie Massimo and Peter Anastasian answer these questions in this episode. Tune in to learn how to use a “bucket” approach and effectively plan your income and spending for the rest of your life.

Charlie and Peter discuss: 

  • The pivotal shift from accumulation to distribution mode as retirement approaches
  • Short-term, midterm, and long-term buckets and their respective allocations
  • Avoiding common investment mistakes driven by emotions
  • How to prepare for unexpected life events in retirement
  • And more

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    Disclosures

    The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

    Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

    All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

    All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

    See omnystudio.com/listener for privacy information.

    What is Your Pathways To Wealth?

    Welcome to Your Pathways To Wealth, where Charlie Massimo and Peter Anastasian are on a mission to bring clarity to the world of finances. Together they bring a wealth of knowledge along with years of experience to help you uncover a way to simplify your financial life and help you preserve what you've built and enjoy what you've earned. Join Charlie and Peter, and their guest experts, as they venture to help you continue to grow your wealth..