Food for Thought
- The purpose of the money dictates where you put it.
- Do you have “too much” guaranteed income for retirement? (Understand Pay Checks & Play Checks)
- Would you rather be rich, or positively sure you would never be poor?
- Do you have a strategy in place that you can live within the good times as well as the bad?
- What rate of return is it worth risking everything you have?
- Do you want to be a winner with your money for a few years, or do you want to be a winner with your money for life? (There is a big difference between gains & recoveries)
- Income, not net worth, is the outcome that matters most in retirement.Because even in retirement, monthly bills require monthly income.
- Consider Tax Diversification.
- How much can you afford to lose?
- Never risk something you need for something you don’t need.
- Fast forward five years. What would you like to have seen happen with your retirement dollars?
