On this episode of Roadmap to Retirement, I am joined for a third time by Nick Savas, a financial advisor with me at SixPoint Financial Partners. We discuss the impact of political and economic uncertainties on retirement planning. We address common concerns from clients, including market volatility, the effects of political administrations on investments, and fears regarding changes to Social Security. Nick and I both want to emphasize the importance of understanding historical market trends and maintaining a diversified portfolio. Additionally, we attempt to tackle specific issues such as student loans and provide strategies for managing payments amid ongoing legislative changes. The episode aims to reassure listeners by highlighting that market fluctuations are normal and planning should be based on long-term goals rather than short-term fears.
If you would like to reach out to myself or Nick, you can find us on LinkedIn at:
www.linkedin.com/in/nerifinancial AND https://www.linkedin.com/in/nicholassavasricp/
Thank you for listening, come back next week for a new episode.
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