facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause
Episode 11- People Not Diversifying Their Retirement Plan Thumbnail

Episode 11- People Not Diversifying Their Retirement Plan

Having a clear long term strategy of how to diversify your portfolio is important, as it is the foundation of your retirement plan.

In this episode of Well Rounded Retirement, Jim Donewald discusses insights on how to create and maintain a structured retirement plan based on your aligned goals.

In this episode, you will learn:

  • The difference between risk score and goal-based investing
  • The process of the “Quadrant System”
  • The difference between systematic vs. unsystematic risk
  • Embracing vehicles that accomplish your goals
  • Withdrawal strategy - know your budget limitations
  • And more! 

Tune in to learn more about how to strategically plan for the long term!

Resources: CRIS Financial | John Glowacz | Jim Donewald