04/22-The 5 year retirement checklist. episode artwork

EPISODE · Apr 23, 2024 · 34 MIN

04/22-The 5 year retirement checklist.

from The Jon Sanchez Show · host Sanchez Gaunt Capital Mgmt

When we are young, we can afford to take risks.  Whether it’s in the stock market, real estate or in business.  As we get older and closer to retirement, usually it is prudent to “dial back the risk” a bit, especially if we are within 5 years of retirement. We’ll review our 5 years until retirement checklist to make sure you have it all covered.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

When we are young, we can afford to take risks.  Whether it’s in the stock market, real estate or in business.  As we get older and closer to retirement, usually it is prudent to “dial back the risk” a bit, especially if we are within 5 years of retirement. We’ll review our 5 years until retirement checklist to make sure you have it all covered.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

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04/22-The 5 year retirement checklist.

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When we are young, we can afford to take risks.  Whether it’s in the stock market, real estate or in business.  As we get older and closer to retirement, usually it is prudent to “dial back the risk” a bit, especially if we are within 5 years of...

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