Monthly Archives: July 2021

24. How to Protect Your Investments and Retirement from Risk

July 28, 2021Finance, Financial, Retirement, Taxes, UncategorizedAnnuities, Financial Advisor, Investment Risk, Retirement Planning, Saving You Taxes, Supply Demand Indicator, Tax Planning, Truth About Taxes and Retirementtruthabouttaxesandretirement

We know that risk is always involved in investing—in fact, we know that past performance cannot guarantee future results.

However, there are tools and strategies that exist that can help you protect your investments and your retirement from risk.

In this episode, J Barry Watts speaks about tools that you are able to take advantage of so you can better protect your investments and your retirement from risk. Barry shares how these tools work and how he uses them personally.

Barry discusses:

Diversification and how depending solely on it might not be the best protection against risk
Equity linked certificate of deposits
Using annuities to protect your principal
The Supply Demand Indicator and how it works
And more

Connect With Barry Watts:

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23. How Risk Impacts Your Retirement

July 14, 2021Finance, Financial, Retirement, Taxes, UncategorizedFinancial Advisor, Portfolio Management, Retirement Planning, Risk, Risk Tolerance, Saving You Taxes, Tax Planning, Truth About Taxes and Retirementtruthabouttaxesandretirement

Every single person is unique, and with that, comes a unique level of risk tolerance within their portfolio.

In this episode, J Barry Watts and Eric Burlison discuss risk and volatility as it pertains to your portfolio, and how you can understand what your own personal risk tolerance is. Barry and Eric use examples of how the market has behaved in the past to help you understand what happens if you are taking on too much risk.

Barry & Eric discuss:

Investment risk and how it impacts your portfolio and retirement
The arithmetic of loss and understanding what it takes to even out after a loss
How to quantify the amount of risk you are willing to hold
Why understanding your risk number matters to protecting yourself
And more!

Connect With Barry Watts & Eric Burlison:

Podcast: Play in new window | Download

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More