Hidden Obstacles in Your Portfolio episode artwork

EPISODE · Apr 5, 2025 · 52 MIN

Hidden Obstacles in Your Portfolio

from Clearview Financial Radio Show · host Mediate Financial Services

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead. Financial Advisor Chris Mediate goes over some of the hidden obstacles that could derail even a well-funded retirement plan.  Tune in!We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.MFinancial Advisor Chris Mediate covers a variety of common issues faced by retirees and pre-retirees on "Clearview Financial Radio Show." Chris and Amy (co-host) answer questions about the ins and outs of retirement planning.  Check Us Out!-- -- -- -- -- --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M

Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to help preserve against the challenges ahead. Financial Advisor Chris Mediate goes over some of the hidden obstacles that could derail even a well-funded retirement plan.  Tune in!We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.MFinancial Advisor Chris Mediate covers a variety of common issues faced by retirees and pre-retirees on "Clearview Financial Radio Show." Chris and Amy (co-host) answer questions about the ins and outs of retirement planning.  Check Us Out!-- -- -- -- -- --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M

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Hidden Obstacles in Your Portfolio

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This episode is 52 minutes long.

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This episode was published on April 5, 2025.

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Many people spend decades building their retirement nest egg, only to discover that having substantial savings isn't enough. Just like a beautiful house needs a strong foundation to withstand storms, your retirement plan needs proper structuring to...

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