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Konten disediakan oleh Impact Communications, Inc. and Impact Communications. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Communications, Inc. and Impact Communications atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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Reducing Portfolio Risk in Retirement with Phil Walker

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Manage episode 316627306 series 2892948
Konten disediakan oleh Impact Communications, Inc. and Impact Communications. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Communications, Inc. and Impact Communications atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage).

Learn more about unlocking the power of home equity for your clients -- and earn CEUs at:

https://www.HomeEquityU.com

Download the white paper co-authored by Phil Walker and published by the Journal of Financial Planning at:

https://www.financialplanningassociation.org/article/reduce-risk-retirement-portfolio-exhaustion-include-home-equity-non-correlated-asset-OPEN

  continue reading

69 episode

Artwork
iconBagikan
 
Manage episode 316627306 series 2892948
Konten disediakan oleh Impact Communications, Inc. and Impact Communications. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Communications, Inc. and Impact Communications atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Phil Walker, who is with the Retirement Strategies Division at Finance of America - Reverse. The two talk about how financial advisors can reduce portfolio risk for their clients who need consistent income streams during retirement - especially during down markets - by tapping alternative sources of income (in this case, tapping their home equity via a reverse mortgage).

Learn more about unlocking the power of home equity for your clients -- and earn CEUs at:

https://www.HomeEquityU.com

Download the white paper co-authored by Phil Walker and published by the Journal of Financial Planning at:

https://www.financialplanningassociation.org/article/reduce-risk-retirement-portfolio-exhaustion-include-home-equity-non-correlated-asset-OPEN

  continue reading

69 episode

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