102: Strategic Investing Through Retirement with Stephen Tuckwood, CFA

The Guided Retirement Show

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10M ago 31:01

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Our Director of Investments, Stephen Tuckwood, CFA, has quickly become one of the most frequently featured guests on The Guided Retirement Show. For the Season 10 premiere, Tuck and Dean Barber will discuss the critical topic of constructing the right portfolio via strategic investing as you transition into and go through retirement. They’ll discuss the nuances of proper portfolio construction and the changing dynamics of investment rules during the retirement phase.

In this podcast interview, you’ll learn:

There's a Change in Mindset with Investing While in the Retirement Redzone
Asset Allocation Is More Important Than Stock Selection
Pure Asset Allocation vs. Strategic Asset Allocation
The Three Tax Buckets
Active vs. Passive Management

Meet with Us: https://bit.ly/3NWXRnI

Ask a Question: https://bit.ly/3TRa80I

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/102

Learn More about Retirement Planning

Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com

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