Wealthramp

Glad to contribute to this Barron's discussion about how to protect your portfolio from inflation right now. There’s no magic bullet for retirees to solve for inflation by itself.

The advisors in my Wealthramp network say the strongest, most ‘bulletproof’ plans are built around flexibility. Meaning it’s a combination of smart withdrawal strategies, tax planning, and enough in cash reserves. It’s not a ‘product’ or one investment — it’s thoughtful diversification and knowing how all the pieces work together.

🔗 in the comments for the full story.

Sometimes even the dream house can turn into an albatross.

When your “assets” start stressing you out, that’s not financial freedom; it’s probably a sign it’s time to revisit cash flow and get fresh eyes and a sharp pencil from a fee-only fiduciary advisor. Kiplinger

Read the full piece in the comments below!

So happy I could contribute to Alisa's great article.

Breaking up with a financial advisor is a little like breaking up with any other relationship that comes with expectations. The longer you drag it out, the worse it gets.

Sometimes “We’re going in a different direction” is the most respectful way to say bye-bye. MarketWatch

🔗 to the full piece in the comments.