Market-Protected Accounts

Billie and Mark Elliott explain "market-protected accounts", strategies meant to capture market gains while shielding savings from losses, and offer a simple rule of thumb for how much risk makes sense: the Rule of 100. Subtract your age from 100, and the result is roughly the maximum percentage many economists suggest keeping exposed to the market. They walk through why that mix shifts toward protection near retirement, why big losses are so much harder to recover from than they look, and why an income plan matters as much as an investment one. About the show The Miles Financial Show is hosted by Billie Miles III, Founder and CEO of Miles Financial Group, an independent financial services firm in the Inland Empire serving individuals in or near retirement. Each week, Billie shares educational conversations on retirement income, investments, taxes, healthcare, and estate planning. Connect with us To request a complimentary, no-obligation retirement analysis, call (909) 321-9737 or visit milesfinancialgroup.com. The Miles Financial Show airs on AM590 The Answer, KMET 1490 AM, an ABC News Affiliate, and Kat Country 100.7 FM. Peace of Mind for the Miles Ahead. Disclosures Miles Financial Group is an independent financial services firm assisting individuals in preparing for retirement through investments and insurance products. Insurance services are provided by Miles Financial Group. Investment advisory services are offered through Signal Wealth, a Registered Investment Advisor. Full disclosures available at milesfinancialgroup.com.