We Are Making History in All the Wrong Ways

We Are Making History in All the Wrong Ways

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We may be about to ๐˜„๐—ถ๐˜๐—ป๐—ฒ๐˜€๐˜€ ๐—ต๐—ถ๐˜€๐˜๐—ผ๐—ฟ๐˜†, folks. And not the good kind. ๐Ÿ“–Currently, our country is facing the impacts of the largest group of people retiring with the boomer generationยน. We believe that this couldnโ€™t come at a more inopportune time, as ๐—ป๐—ผ๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฒ ๐—บ๐—ฎ๐—ฟ๐—ธ๐—ฒ๐˜ ๐˜€๐—ฒ๐—ฒ๐—บ๐˜€ ๐˜๐—ผ ๐—ฏ๐—ฒ ๐˜„๐—ผ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐˜„๐—ฎ๐˜† ๐—ถ๐˜โ€™๐˜€ ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐˜€๐—ฒ๐—ฑ ๐˜๐—ผ. ๐Ÿ™ƒ

This has left many soon-to-be and current retirees who ๐—บ๐—ฎ๐˜† ๐—ป๐—ผ๐˜ ๐—ณ๐˜‚๐—น๐—น๐˜† ๐˜‚๐—ป๐—ฑ๐—ฒ๐—ฟ๐˜€๐˜๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ ๐—น๐—ฒ๐˜ƒ๐—ฒ๐—น๐˜€ ๐—ผ๐—ณ ๐—ฟ๐—ถ๐˜€๐—ธ in their portfolios in a rather vulnerable position.

2022 saw stock and bond markets ๐—ฏ๐—ผ๐˜๐—ต ๐—ฑ๐—ผ๐˜„๐—ปยฒ whereas they typically have an inverse effect on one anotherยณ. We believe situations like this can make the popular 60-40 rule obsolete and detrimental. ๐Ÿ‘Ž

Instead of hyper-focusing on one style of money management, seek whatโ€™s in the ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜ ๐—ผ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ and your retirement aspirations.

Donโ€™t allow a market downturn to ๐—ต๐—ถ๐—ป๐—ฑ๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—น๐—ถ๐—ณ๐—ฒ๐˜€๐˜๐˜†๐—น๐—ฒ ๐—ด๐—ผ๐—ฎ๐—น๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฑ๐—ฟ๐—ฒ๐—ฎ๐—บ๐˜€. ๐ŸŒ…

We donโ€™t want you to sacrifice and survive in retirement. We want you to ๐™๐™ƒ๐™๐™„๐™‘๐™€!

๐—ง๐—œ๐— ๐—˜๐—ฆ๐—ง๐—”๐— ๐—ฃ๐—ฆ
00:00 Introductions
00:53 Making history
03:28 Different style of money management
10:20 The risk in your portfolio should be aligned with your tolerance
13:23 The dangers of not being aligned with your financial advisor
19:20 Donโ€™t let bad things snowball
22:43 Go-go, slow-go, and no-go years
24:20 Donโ€™t be victim. Act!


๐—›๐—ฎ๐˜ƒ๐—ฒ ๐˜€๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ณ๐—ถ๐—ฐ ๐—พ๐˜‚๐—ฒ๐˜€๐˜๐—ถ๐—ผ๐—ป๐˜€ you would like to address with Ben or the Thrive team directly? Book a complimentary phone call ๐Ÿ“ž here ๐Ÿ‘‡
https://thrivewealthgroup.com/appt

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โญ ๐…๐ˆ๐๐ƒ ๐”๐’ ๐Ž๐ ๐’๐Ž๐‚๐ˆ๐€๐‹ ๐Œ๐„๐ƒ๐ˆ๐€โญ
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ยน https://www.j2t-recruiting.com/post/the-impact-of-baby-boomers-retiring#:~:text=Baby%20Boomers%2C%20born%20between%201946,job%20market%20have%20already%20begun

ยฒ https://www.nerdwallet.com/article/investing/why-stocks-and-bonds-are-falling-together

ยณ https://www.ig.com/en/trading-strategies/what_s-the-relationship-between-stocks-and-bonds--210702#:~:text=Higher%20bond%20yields%20can%20lead%20to%20lower%20share%20prices&text=Naturally%2C%20as%20more%20investors%20sell,to%20move%20in%20opposite%20directions.

#retireyourway
#makinghistory
#marketvolatility
#retirementplan
#retiremenplanning
#riskmitigtation




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